I wrote about bubbles last month here on the heels of an increasing volume of bubble speak. I don’t know if the volume has increased since then but it feels like the intensity has. At the time, I wasn’t sure we were in a bubble and I’m still not really sure. I think certain assets are potentially …
Month: February 2021
The Great Debate
I’ve heard many people say they write so they can sort out their thoughts, learn something and ultimately arrive at what they think about a specific topic. That’s what I’m attempting to do today. One of the great debates currently in the world of economics and investing is whether we’re headed for a sufficiently higher …
Repeat Performance?
There’s enough bubble speak out there so far this year to last us all of 2021, in my opinion. I’m not disagreeing the arguments being made but I’m getting to the point that if there’s a bubble will it just pop already so we don’t have to keep hearing about it?!?! With the amount of …
Democratization or Disruption?
A lot has been made of the Wall Street Bets/Gamestop saga. The whole episode was quite extraordinary and entertaining, at least from my perch. Financial markets are always evolving. Over the past 20 to 25 years, the evolution has favored smaller investors with the move from fractions to decimals in 2000 to the ongoing compression …