Taiwan Semiconductors, Uranium, CNY and Bitcoin.
Guillermo Valencia
It is not greed that drives a bull market, it is envy
Guillermo Valencia
Bitcoin is the nuclear option to monetary debasement. Tesla, Goliath did not meet David.
Guillermo Valencia
The rise of China and coexisitence with the US will be one of the most definitive global macro forces in the 21st century.
Guillermo Valencia
Guillermo Valencia
Art is the lie that reveals the truth - Pablo Picasso
Guillermo Valencia
Holding Bitcoin and gold is an insurance policy against an Orwellian future.
Guillermo Valencia
Don’t cry for Argentina bonds, but do invest in their entrepreneurs.
Guillermo Valencia
A new monetary standard is rising, but for now, expect Emerging Market currencies to remain weak in the shadow of a very strong USD.
Guillermo Valencia
While Central Banks Duplicated the Money Supply, Bitcoin is Halving.
Guillermo Valencia
The World-Island to Cyberspace
Guillermo Valencia
The fall of oil and the rise of gas and uranium.
Guillermo Valencia