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Crypto Macro

What is Bitcoin?

July 5, 2021July 5, 2021 Sundeep Bajikar

Bitcoin (BTC) is a crypto asset (aka digital asset, digital property) based on a decentralized monetary network for which the monetary policy was preprogrammed at

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4SAFEt Crypto How to think Macro

Asset Allocation when Inflation is a Concern

July 5, 2021December 24, 2021 Sundeep Bajikar

Asset Allocation has been shown to be the dominant (90%+) driver of portfolio returns, with stock selection playing a smaller role. Asset Allocation represents a

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Crypto Macro

What is Inflation?

May 29, 2021May 30, 2021 Sundeep Bajikar

Dictionary definition of inflation is “a persistent, substantial rise in the general level of prices related to an increase in the volume of money and

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Equity Research for the Technology Investor - Value Investing in Technology Stocks

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