Share this postResearch Papersgeopoliticsreport.substack.comCopy linkFacebookEmailNoteOtherResearch PapersDylan MuggletonSep 21, 2023Share this postResearch Papersgeopoliticsreport.substack.comCopy linkFacebookEmailNoteOtherShareMy Written PapersThe Future of Cryptocurrency – Recent Events Have Caused Damage, Can We Regain Trust?Dylan Muggleton·November 24, 2022Contents 1. Introduction 2. Crypto Part 1: How Centralised We Really Are 2.1. DeFi vs CeFi vs TradFi 2.2. The Blockchain 2.3. The Aims of Crypto 3. Crypto Part 2: Regulation 3.1. A Free and Permissionless Internet – Should Crypto Be Too? 3.2. Central Bank Digital Currencies and StablecoinsRead full storyResearch Paper BreakdownsGoehring and Rozencwajg Q1 2023 Paper - Key TakeawaysDylan Muggleton·June 27, 2023Link: http://gorozen.com/research/commentariesRead full storyIn Gold We Trust Report – Key TakeawaysDylan Muggleton·June 19, 2023https://ingoldwetrust.report/wp-content/uploads/2023/05/In-Gold-We-Trust-report-2023-english.pdf The current inflation peak is over. But inflation isn’t finished yet. The consequence of easy money at near-zero per cent interest rates won’t disappear overnight. Misallocation of funds already clear after 2022’s technology rout. The Incrementum Inflation Si…Read full storyZoltan Pozsar’s Q4 Piece Breakdown:Dylan Muggleton·January 14, 2023I’m writing this to get it to sink into my own brain, but I’m going to publish my unedited trawl in case anybody reading can gain something from it. Zoltan Pozsar is an investment strategist at Credit Suisse and his quarter paper is one of the most awaited in the financial markets. Here are the key points I took from his writing.Read full story7 Takeaways I Took From Goehring and Rozencwajg’s Latest Q3 Research Piece:Dylan Muggleton·December 1, 2022Goehring and Rozencwajg’s Q3 paper is titled “Why Won’t Energy Companies Drill?” A very important trend in the energy markets is the lack of investment in energy sources like fossil fuels. We want to distance ourselves from these over time. But currently, they are an integral aspect of modern life. They will be vital in the energy transition to cleaner …Read full storyKey Aspects of the US Inflation Reduction Act Explained:Dylan Muggleton·October 20, 2022The Inflation Reduction Act isn’t all about inflation. It's about reducing the US budget deficit. The bill will invest $300 billion in reducing the deficit run by the US government.Thanks for reading Geopolitics and Markets Review! Subscribe for free to receive new posts and support my work.Read full story9 takeaways I took from Zoltan Pozsar's latest research piece:Dylan Muggleton·September 2, 2022The key reasons globalization is over. The US no longer buys China’s cheap goods. Also, they no longer have access to the cheap labour China provided when making these goods. If The US wants something, it now might have to do it itself. Russia is no longer supplying Europe with cheap gas. Europe’s costs are skyrocketing and Russia has pivoted East to Ch…Read full story
