While scrolling through social media the other night, I came upon this doozy of a headline from the New York Times: Lost Passwords Lock Millionaires Out of Their Bitcoin Fortunes Of course I click to read the article, and it’s even more horrifying that I imagined. Stefan Thomas, a programmer in San Francisco, owns…
Crypto/Gold
The Deep Value Manager that Started a Crypto Fund
Years ago, I followed and read everything written by an esoteric, deep value manager named Murray Stahl of Horizon Kinetics. I found his contrarian and independent voice refreshing in the sea of closet-indexers paying to play on the wirehouse platform. In the summer of 2008, just before the carnage of the Great Financial Crisis, I…
Thoughts on Gold
A few weeks ago, I attempted to listen to Tim Ferriss interview Peter Mallouk, president of one of the largest independent wealth management firms in the country. If you don’t know Ferriss, he is famous for his best-selling book, The 4-Hour Work Week. Mallouk runs Creative Planning, one of the fastest growing RIA firms managing…
