The dragon is not dead, he was just sleeping
Concise. Touch of whimsy. Packs a lot of informed and informative punch. Much appreciated 🙏🏼
I love reading your stuff!
re: stocks, would be the most obvious double top ever if bears are right here. AI seems like an echo bubble to me, lot of hype and no substance like 99% the prior crypto bubble. Though it’s much less accessible to retail (just buy mega cap tech and chill?)
Speaking of crypto, funny how an asset class that’s up over 100% this year can be written off by commentators as unbearably boring to pay attention to. Though it does seem like most the upside has been in only a handful of trading days this year, where as stocks have been going up steadily every day. Do you like your gains casino style, or slow and steady in traditional markets?
Great analysis as usual.
When that dragon wakes up, starts roaring fire down and consuming everything in sight, I suspect we'll all be thinking about the past and singing Nothing Compares 2 U! Thanks Brent!