Archive: stock markets

Crypto Investors Are in Uncharted Territory

By Vin Narayanan on March 3, 2023

Crypto Market Musings We’re in uncharted territory. There have been other crypto bear markets. But this is the first time that crypto has navigated an economic down cycle. And we’re discovering that crypto — including bitcoin — can’t escape the gravitational pull of macroeconomic headwinds. The crypto markets fell when we found out that the personal consumption expenditures price index (excluding food and energy) increased 0.6% in January. That increase was higher than what “the experts”…
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New Pick: With Great Risk Comes Great Reward

By Vin Narayanan on February 16, 2023

We talk about risk all the time in investing. In the stock markets, companies can fail or not meet expectations. And if that happens, stock prices can go down or tank. In real estate, a property’s value could drop over time. Or it might not generate as much…
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If you want to find out just how long this bear market is going to last and the market forces driving it, click here to read the report I provided to First Stage Investor members. …
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Inflation Is Keeping the Crypto Bear Market Alive

By Vin Narayanan on September 15, 2022

If you’re a crypto investor, you might as well grab a Snickers bar because this bear market is not going anywhere for a while. The crypto bear market is largely being driven by the declining stock markets. The stock…

Crypto and Public Markets Take Inflation in Stride

By Vin Narayanan on August 12, 2022

Crypto Market Musings Finally, some good news. Bitcoin is trading around $24,000 and is up by more than 4% over the last seven days. Ethereum is trading above $1,880 and is up more than 10%.  This week’s inflation data triggered the rally. The consumer price index…

Crypto Needs to Solve the Stablecoin Problem

By Vin Narayanan on May 20, 2022

Demo Day Alert Before we get to the crypto markets, we wanted to alert you to a really cool demo day opportunity. One of the things I love the most about being a startup investor is meeting founders and having them demonstrate their products to me. It’s a…

Mailbag: Early Investors Don’t Need to Worry About WeWork

By Early Investing on October 6, 2019

In this week’s Mailbag, the Early Investing team addresses celebrity investors and the WeWork debacle’s impact on the startup investing world.

How to Hedge Against Stock Market Turmoil

By Adam Sharp on December 7, 2018

Dear Early Investor, After nine years of relatively smooth sailing, stock markets have hit rocky waters. The market is not reacting well to the prospect of higher interest rates. The trade war mess certainly doesn’t help. But I believe the primary driver is the Federal Reserve. The problem is, nobody…
The market distortions from the "wealth effect" are starting to normalize, which means you need to change your investment strategy.