As a case study for how to apply this criteria, we can run through a scenario analysis comparing the respective setups for Zoom and Tesla.Īcademic studies are beginning to validate what some investors have known for awhile now: we are living in a ‘Passive Bubble’.Ī mix of regulation and clever marketing has convinced millions of people to passively manage their wealth.
In my view, the ‘best’ bubbles to own in 2021 are those with ample room to expand and reliable fundamental support to cushion against downside risk. That’s why getting through this “Everything Bubble” will be a tricky affair for us all. Sitting in cash is a tough game to play when that cash is being perpetually devalued. Yet, investors still face the question of what to do about it? Is capital being misallocated? Almost certainly. That is all you need to know to rationalize bitcoin’s rise, the SPAC boom, and why just about everything other than cash is going up lately. Sachs Silverlight Asset Management, LLCįinancial conditions have never been easier. financial conditions eased during the recession and have never been easier.
0 kommentar(er)
