In April of this year I sent out a piece titled “Is the Nasdaq in a Reflexive Bubble?”
It did incredibly well — apparently many investors (of the highly-experienced variety) were looking to solve this question for themselves as well.
I now release it from paywall for the rest of you, as I’ve written a number of follow ups on it. Here it is 👇
Biden’s Techno-Imperial Cycle 🔁
Isolating just one layer of the whole process, see below. I talk more about it in Philo’s Thoughts above 🦉🎙️
I formulated my thesis on the two boom/bust cycles in slide format, and attach them herein.
The piece can be found below:
Coming on Philoinvestor
The much hyped but totally worth it Downside at AI — subscribe now while you still can!
Zero to Hero
For the course, philomastery.com
The AI boom/bust