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Here is the Aaron Brown article talking about allocations and cryptos https://www.bloomberg.com/view/articles/2017-07-13/finding-value-in-cryptocurrencies "It isn't necessary that existing cryptocurrencies thrive, any more than in 1995 it was important to buy the internet companies that are...

So there is this guy that I like on youtube, he talks about crypto currencies and explains a lot about them (Ivan on Tech). Yet, before Bitcoin Cash (BCC) came out, he said that it wasn't that good of a currency and he said it wasn't worth more than $100. And now this thing is ripping on $700...

Sold 25%, just to make it easier to hold it through the ups and downs. Probably goes higher

Bitcoin cash BCC, almost double since yesterday's call. "Shut up and buy"

Taleb better explaining the concept that I wrote about recently, what people say vs what they do Good trading/investing comes from what people do, NOT what they say (or even what they think about their methods)

Tks. I will check it out. If there is one thing that I'm learning in this coin space is that buying is better than doing analysis lol. Seriously, I spent a lot of time in the last few weeks trying to figure out the best entries, exits, how much downside the market had, how much upside, etc...

Good article talking about the speculative and economic value of cryptocurrencies

I just wired another 1% to Kraken for further trades/long-term positions. The thesis is very simple, this is 1997/1998 and cryptos are the new tech stocks. This is likely to go a lot further and last longer than people think I thought this was all overdone short-term but when Bitcoin broke...

The Mark Cuban backed ICO is coming out soon, Unikrn. But Im not sure if I will buy it yet

Thanks

Also bought a 0.2% position on Bitcoin Cash (BCH). The spinoff Bitcoin after the fork. This thing is supposed to suck but its having a big up day today and could be the start of a big breakout. Who knows, maybe it will triple. 50% stop or so. I need to do more reading about this one, I do recall...

The only real risk that I will be taking will be in the case of fire in my residence. But this ether wallet site allow you to use a combination of a file + a password to also unlock your private and public keys. So perhaps I will keep the file with someone that I trust (but not the password)...

I'm going to move of my Ethereum to a 'cold storage' for safety https://www.myetherwallet.com/ I will keep the private key in a USB as well as in paper form (for backup). That USB will not be connected to my computer, unless I plan to move the ether or spend it (or sell). I will keep my...

Its interesting the chart they show, global companies are beating EPS and revenues quite a bit more than domestic companies. The global growth thesis is playing out

https://insight.factset.com/hubfs/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_081117.pdf S&P500 earnings

If I ever write something on convexity and investing/long-term trades. that ought to be one of the main rules. Its better to baghold a convexity bet that soured than to be the skeptic who misses out runs every year. I have no way to prove this but I suspect one of the main reasons why Taleb...

Aaron Brown said he recommended that people should put 1-2% of their allocation into cryptos. That back in 2013. I think his numbers make a lot of sense. More and its tricky, they are so volatile that it can be reckless, especially now. I plan to add Ether if it clears $315 and $400 but will...

The store of value that is going up a lot is what Soros calls a 'irresistible' combination or something like that. He said in the context of currencies that have a high carry and are going up. It becomes really hard for investors to resist such combination. With cryptos the carry comes in the...

What is funny about ether and bitcoin is that one of the reasons why the skeptics bring up on why they dont like them, namely the volatility hurting its status as medium of account/store of value, is actually one of the main positive reasons to buy it. Most of the volatility is upside vol, these...

I'm also long a small amount of Litecoin but this one I might not keep it if it starts to suck. Honestly I have no idea what is this coin, I bought because I liked the chart a few weeks ago and I kept it