8 Comments

It looks like this company has good connections and with its close ties to the Fed, the stock looks interesting.

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Something about a Cantillon Effect comes to mind. Thanks for commenting, Justin!

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Definitely a classic example of the Cantillion Effect.

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Thanks for pointing out that a scenario where all transactions are digital would be devastated by any major power outage. A good reason for governments to keep cash legalized as an alternative, even if just for emergency situations. I've been following closely the increasing demands for electric power and the growing vulnerability of the power grid and its inadequacy to keep up. You might be interested in "Oregon's Mighty Data Centers" (https://alchristie.substack.com/p/oregons-mighty-data-centers) as an example of what's happening with power demand.

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We checked out your piece, Al. Well done. Thanks for sharing it!

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Thanks, and glad you liked the piece on Oregon's data centers.

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Nice article man. Well written. I've never heard of this company before, and like you, I likely won't be investing just yet, but it sure looks like it has the quality to add to a watchlist.

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Precisely. Glad you enjoyed it.

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