Venture Society

09/18/2020

Snowflake’s IPO Will Make 1.5 Trillion… Rows of Data Easy To Analyze

In case you haven’t been able to tell by my writing these last few months, my entire workflow centers around data of all kinds. In the age of COVID, however, it hasn’t been enough for analysts to rely on traditional sources, as most of which aren’t updated very frequently. Instead, it has been crucial to find alternative […]
09/16/2020

Back to School: A “Triple Lindy” of COVID Worries for US Parents

After what was an incredibly long, often exhausting layoff for parents all around the world, the new academic school year has finally begun in earnest. Unfortunately, the complete lack of Federal guidance has meant that state and local education authorities were essentially left on their own to lay out both remote learning options and […]
09/11/2020

Fake News: Don’t Let the Headlines Fool You, China Trade Data Is Bad

I’m not going to lie… working in the financial industry these past five years has been exhausting. And frankly, the last five months have been doubly so. Every news segment and article has become so riddled with speculation and opinion, it gets harder and harder to figure out what’s actually happening in the […]
09/10/2020

The Fed, Modern Monetary Theory and the Impact on the US Dollar

In normal times, businesses that need capital offer a reasonable rate of return to individuals or businesses who have capital. For example, a mining company might issue debt with a 10% coupon to expand their operations. It could hire a broker syndicate to sell those bonds to investors. Sometimes one […]
09/04/2020

Robber Barons: Big Tech’s “New Gilded Age” Monopolies Hit a Wall

The late 19th century was one of the fastest developing periods in the history of the world… particularly so in the United States. During the lead-up to the Civil War, American entrepreneurism caused entire new industries to pop up right and left. Henry Bessemer’s industrial process to produce steel was patented in 1856. […]
09/03/2020

Aggressive China Showing Signs of ADD… Agriculture Deficit Disorder

For most of us in 2020, the COVID-19 pandemic abruptly forced a merger of home and office. And surprisingly, it was reasonably successful… so much so that it’s now likely to become the new norm. That dynamic certainly didn’t change much this summer – Google Mobility data shows navigations to US […]
08/31/2020

Rare-Earth Element Investing 101

The rare-earth elements (REEs) sector could become one of the most sought after, highly competitive marketplaces in the world. Why are REEs so important? Rare-Earth Elements provide the building blocks to produce the best magnets in the world. When you think magnets, you likely think of the one on your […]
08/28/2020

Inflation Is Here — The Fed Just Doesn’t Know Where to Look

Early this morning when I sat down to write, I was resigned to talk about how the real economy is faring. I had some charts lined up to talk about mobility data, retail sales, imports, transportation, and how back to school plans are likely to fare. Spoiler alert – they’re […]
08/24/2020

An Exclusive Interview with Mining’s Renaissance Man

It was 3am in the morning when mining’s Renaissance Man turned to his wife and told her to write down a reminder. The next morning, she said… “By the way, last night you told me to write down ‘buy silver mines’… so I’m also going to add this – that […]
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