On Wednesday, the founders of the Bitcoin privacy wallet Samourai Wallet were arrested and charged on behalf of the US Government. The indictment could set dangerous precedents beyond Bitcoin privacy services. “If your government is worried about their own citizens controlling their money, the most important question you have to ask is ‘what the hell…
The Bitcoin halving event, a pivotal occurrence, is scheduled for April, 19 2024. This quadrennial event will reduce the block subsidy for Bitcoin miners from 6.25 BTC to 3.125 BTC, thereby halving the reward that miners receive for their efforts. Such events have historically led to profound shifts in the mining landscape, potentially influencing various…
LifeJourneys Ongoing rotation into metals & mining stocks With the breakout higher in small caps, I wrote in recent articles in December and November that we must be alert to sector rotations in the equity market. This is because sectors like financials, industrials, healthcare and technology make up the largest weights within the small-cap universe,…
Phillip Faraone/Getty Images Entertainment Numbers matter, especially financials. Some in the media are reporting that Paramount (NASDAQ:PARA) doesn’t have enough cash and will go bankrupt next year, neglecting to mention the cash Paramount will get from the Simon & Schuster sale and Paramount’s revolving line of credit. Could Paramount’s balance sheet be a lot better?…
Former OpenAI CEO Sam Altman together with some of his colleagues will join Microsoft to lead its AI research team. Just a couple of days ago Sam Altman made headlines as it was revealed that he was leaving OpenAI. And now Microsoft CEO Satya Nadella has made an exciting announcement related to the future career…
Ignatiev Thesis IQVIA Holdings Inc. (NYSE:NYSE:IQV) has demonstrated impressive growth in diverse segments of its operations during the second quarter by reporting non-GAAP EPS of $2.43 that beat by $0.06, and revenue of $3.73B that beat by $20M. This analysis argues that with a solid financial position, a record-high backlog, and favorable market conditions, IQVIA…