Bitcoin, Gold, and the Streaming Royalty Racket

Look, the stock market is a rigged game. A beautiful, chaotic, rigged game. Anyone who tells you it’s ‘efficient’ is either selling something or hasn’t looked at a chart in the last decade. It bounces around like a rubber chicken. So, it makes sense to own something with value beyond the whims of Mr. Market. Something you could, in a pinch, trade for a decent loaf of rye bread. Gold has always been that thing. But Bitcoin? That’s a gamble dressed up in algorithms. It’s like betting on a horse that hasn’t been born yet.

Asset Allocation: Index Funds vs. Cryptocurrency

Allocation to market-tracking instruments, such as the SPDR S&P 500 ETF Trust (SPY 0.56%), is not predicated on an expectation of outperformance. Rather, it represents a strategic decision to participate in the aggregate growth of the underlying economy. This approach acknowledges the inherent difficulty in consistently identifying and capitalizing on idiosyncratic opportunities.

Silver’s Echo & The Digital Alchemy

Now, in the waning days of 2026, the silver whispers of a second ascent, but the air feels different, heavier with the scent of diminishing returns. The manufacturers, those tireless alchemists of the modern age, are already turning their gaze toward cheaper substitutes, their loyalty as fickle as the trade winds. The challenge for those who wander the labyrinth of investment, caught between the weight of precious metals and the weightlessness of digital tokens, is that both are susceptible to the tremors of global unease, though in distinct and often unpredictable ways. The world, after all, is a capricious mistress, offering fortunes one moment and snatching them away the next.

SCHD: A Dividend ETF and My Sanity

Apparently, SCHD tracks the Dow Jones U.S. Dividend 100 Index. Which sounds… official. And complicated. It’s all a bit like trying to understand the offside rule in football. The index itself is built on this rather elaborate screening process. First, they only look at companies (excluding REITs, whatever those are) that have consistently increased their dividends for at least a decade. A decade! That’s… commitment. It dramatically narrows things down, which, frankly, is a relief. Less choice is always good, isn’t it? It focuses the whole thing squarely on dividend stocks. Which, in theory, is what I’m after. A little income, a little stability… a little hope.

Buffett’s Warning: A Spot of Trouble on Wall Street

But even though Warren’s no longer actively twiddling his thumbs and signing off on investments, his influence lingers, like a particularly persistent aunt at a garden party. Last weekend, Berkshire unveiled its fourth-quarter results, and a rather intriguing message emerged: a warning, of sorts, amounting to a tidy $187 billion, suggesting that the time for a bit of caution has arrived. It seems the old boy believes the market is, shall we say, a trifle overexcited.

Bitcoin: A Modest Proposal for June

We propose two reasons, not guarantees, mind you, but possibilities – whispers in the digital wind – that suggest a modest resurgence before the end of June. Consider it a speculation, a calculated gamble, if you will, for those with the stomach for it.

Bitcoin: Fine, I’ll Buy Some

The pitch is, hold it for decades. Decades! Like I have time to think about things in decades. I’m barely planning dinner for tomorrow. But apparently, the idea is to find something that won’t just… vanish. Which, honestly, is a low bar these days. Everything feels temporary. My socks, my cable bill, the concept of politeness… all fleeting.

Yield and Substance: A Study in Dividend Stocks

AGNC Investment, a creature of the modern financial age, operates within the complex realm of mortgage-backed securities. It is a business that thrives on the packaging and repackaging of debt, a practice that, while seemingly ingenious, carries within it the seeds of potential instability. The company, in essence, buys bonds created from the aggregation of home loans, acting as an intermediary between those who seek the security of fixed income and the ever-shifting tides of the housing market. This is not inherently a flawed model; it has provided returns to shareholders. However, to believe that such returns will be consistently delivered, year after year, is to misunderstand the inherent volatility of the underlying assets. The dividend AGNC offers has proven fickle, fluctuating with the fortunes of the mortgage market, a history marked by periods of abundance followed by lean years. A prudent investor seeks not merely a high yield, but a reliable yield, a stream of income that can be counted upon to meet obligations and provide a measure of security. And in this regard, AGNC Investment has, historically, fallen short.

Bitcoin: A Speculative Fancy

In the year 2013, Bitcoin first attained a value exceeding one hundred dollars – a sum considered quite remarkable at the time. By the close of 2024, it had ascended to a figure surpassing one hundred thousand, a gain of a thousandfold in little more than a decade. Such prosperity, naturally, attracts a multitude of hopefuls.

AI’s Trillion-Dollar Titans: A (Slightly) Informed Look

Analysts, those oracles of the financial world, are collectively predicting Alphabet could climb 29% from its current price, hitting $385 a share. Amazon, meanwhile, is eyed for a 31% jump to $285. Of course, predictions are a bit like weather forecasts – useful, but rarely entirely accurate. Still, it’s a good starting point for a bit of digging.