market cycles
The Grover’s Corners Portfolio: Timeless Investing Lessons from a Theatrical Masterpiece
A classic play’s revival offers profound, timeless lessons for navigating today’s volatile economy, from long-term investing to understanding blockchain.
The “Merry Christmas Baby” Portfolio: Timeless Lessons on Investing, Economics, and Enduring Value
A 1947 blues song holds timeless lessons for modern finance, from the value of IP as an asset to navigating seasonal economic cycles and market sentiment.
The Red Shoes Dilemma: Navigating Ambition, Risk, and Sacrifice in Modern Finance
A classic ballet’s revival offers a powerful metaphor for the risks of unchecked ambition and the pursuit of sustainable value in modern finance and business.
The Contrarian Signal: Why Bitcoin Might Be at Its Best Value Since the 2020 Crash
A key on-chain metric suggests Bitcoin is deeply undervalued, echoing the 2020 market bottom. Is this a silent signal for a major opportunity?
Crypto’s Long Winter: Is the Market Flywheel Broken or Just Hibernating?
The crypto market’s growth engine, the “flywheel,” has stalled amid macroeconomic pressures. This post explores why this winter is different and what’s next.
Beyond the AI Hype: Why “Boring” Stocks Are Suddenly a Hot Topic in Tech
While the tech world obsesses over the AI boom, smart money is looking at “boring” consumer staples. Here’s why this trend matters for tech professionals.
AI’s ‘Fried Chicken’ Moment: Are We in a Bubble or a Revolution?
The AI boom shows signs of the dot-com bubble’s “fried chicken” phase, where hype outpaces reality. Is it a bubble or a revolution? Let’s find out.
Boom, Bust, and Beauty: What a Thatcher-Era Play Teaches Today’s Investors
A powerful stage play about 1980s Britain offers timeless lessons on market cycles, materialism, and risk for today’s investors and finance leaders.
Cinching Your Strategy: What Fashion’s Humble Belt Can Teach Investors About Economic Discipline
Discover how the principles of styling a fashion belt offer powerful metaphors for investment strategy, economic discipline, and navigating volatile markets.