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28 Dec 2023 1 minute read 2 comments davidgyoung $0.80
Forgive us for the jejune title. Internet boom. Internet bubble burst. Internet apps boom (search, shop, email). Real estate mini boom. Real estate massacre great financial crisis. Internet apps boom (social media, cloud, web services). Real estate...
24 Dec 2023 3 minute read 3 comments Todd Mei PhD $0.56
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Schrödinger’s Cat (noun): a physics thought experiment used to illustrate superposition, or that a thing can exist in multiple states at once—i.e. that a cat ca...
21 Dec 2023 1 minute read 0 comments fmiren $0.13
Balance Sheet Recession Balance sheet recession is one kind of economic recession that differs from other “ordinary” recessions. It is an environment in which private sector pays down its debt. Since this implies less corporate spending or investing,...
20 Dec 2023 2 minute read 0 comments davidgyoung $0.08
First three in this series took a swing at a few topics on this journey, and those are shown below: YouTube - Why or Why Not - Part 1 YouTube - Impressions - Part 2 YouTube - Data and Analytics - Part 3 Part 4 is the final contribution for now, and i...
17 Dec 2023 3 minute read 0 comments Todd Mei PhD $0.43
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Data-driven (adjective): guided by the collection of data and evidence when making key decisions; the mode of the starship USS Enterprise when helmed by the and...
17 Dec 2023 3 minute read 0 comments Josua1 $0.00
Over the years, we have already seen many of Bill Gates' ventures, and this time he is getting involved in the Heineken brewery. Gates himself says that he is not a big fan of beer or even beer drinker, but now he is a beer investor. One of the most...
10 Dec 2023 3 minute read 57 comments Todd Mei PhD $1.12
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Economic equilibrium (noun): a state when supply and demand balance each other; a no-when; the point within an economy when the Heat Miser and the Snow Miser ba...
7 Dec 2023 2 minute read 0 comments fmiren $0.21
Curve placement strategies One important investment theme that can be employed to generate alpha in commodity trading is curve placement strategies. To understand what these strategies do we should review the basics of commodity forward curves. The f...
4 Dec 2023 1 minute read 0 comments fmiren $0.25
Crypto momentum trading In this and subsequent articles I’ll describe how to build a crypto momentum trading strategy from scratch. First, let’s look at what momentum investing is and why it works in the crypto markets. Momentum trading is a trading...
3 Dec 2023 3 minute read 0 comments Todd Mei PhD $0.61
Get the Full Free Version of The Art of the Bubble Newsletter here. The Macro Situation Goldilocks (noun): a state where the economy is between expanding and contracting; a fairy tale; an economic fairy tale. ― New Entry in the Updated Devil’s Dic...
