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Kolanovic: The Tech Bubble Is Driven By Central Banks And Will Collapse; “This Time Is Not Different”

Kolanovic: The Tech Bubble Is Driven By Central Banks And Will Collapse; “This Time Is Not Different” Having been a must-read voice of contrarian originality and market structure insight especially in the arcane realm of quant finance and derivatives for much of 2013-2016, about 3 years ago something flipped and JPM’s head quant, Marko Kolanovic […]

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THE WOLF STREET REPORT: How the SoftBank Scheme Rips Open the Tech Bubble

THE WOLF STREET REPORT: How the SoftBank Scheme Rips Open the Tech Bubble The biggest force behind the startup bubble in the US has been SoftBank. But the scheme has run into trouble, and a lot is at stake (12 minutes).

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Weekly Commentary: Unassailable

Weekly Commentary: Unassailable I’ve been here before and, candidly, it’s not much fun. Lodged in my mind this week was the brilliant quote from the 19th century German philosopher Arthur Schopenhauer: “All truth passes through three stages: First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as self-evident.” It’s fascinating how […]

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Morgan Stanley: The Tech Bubble “Can Burst At Any Moment, Without Warning”

Morgan Stanley: The Tech Bubble “Can Burst At Any Moment, Without Warning” Earlier this week, Goldman Sachs, whose market-timing calls leave much to be desired, declared that tech stocks are “not a bubble”, and went so far as to predict that the secular increase in tech names could continue for decades, spawning vivid memories of […]

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Dot-Com Bubble 2.0 Is Bursting: Tech Stocks Are Already Down Half A Trillion Dollars Since Mid-2015

Dot-Com Bubble 2.0 Is Bursting: Tech Stocks Are Already Down Half A Trillion Dollars Since Mid-2015 Do you remember how much stocks went down when the first dot-com bubble burst?  Well, it is happening again, and tech stocks are already down more than half a trillion dollars since the middle of 2015.  On Friday, the tech-heavy Nasdaq […]

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The Death Of Hopium

The Death Of Hopium Tech Bubble 3.0 is in the process of bursting As many readers know, I spent 13 years living and working in Silicon Valley before partnering up with Chris to start Peak Prosperity. I got my MBA at Stanford in 1999 when the dot-com bubble was at its zenith, and worked for […]

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Mark Cuban Warns: This Bubble Is Far Worse Than The Tech Bubble Of 2000

Mark Cuban Warns: This Bubble Is Far Worse Than The Tech Bubble Of 2000 Just over a year ago, we warned that while the world of speculative capital is focused intently on the Twitter and Facebook #Ref/0 fundamental valuations in the publicly-traded equity markets, the real dot-com 2.0 bubble is occurring in the private markets. Few […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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