Only if its a bubble. What happened in the dot-com bubble The collapse of the internet-era technology boom of the late 1990s remains one of the canonical cautionary tales in financial markets. Sometimes called the Dot‑com Bubble, this era offers important lessons for investors today. The build-up Between roughly 1995…
Browsing CategoryFinance News and Perspectives
Bit(what)?
Coin mate, Bitcoin! The ‘c’ is lowercase I learned recently. And the “b” is a whole other story. I had the great pleasure of flying to Miami and attending the 2022 Bitcoin Conference, which happens to be the largest gathering in the crypto world with over 30,000 attendees this year.…
The Asian Century
I recently listened to a McKinsey podcast about the future of Asia and it argued that the 19th century belonged to Europe, the 20th century to America, and that the 21st century belongs to Asia. The vastness and depth of Asia manifests itself in the region’s geography, demographics, culture, and…
Pulse Vol V
Lockdowns are being eased around the world and the specter of a China-USA cold war is starting to unfold. Tik Tok. China and Iran are nearing a historic militarily and economic partnership – a strong rebuke to US foreign policy for the country / region. The partnership will provide Iran…
Pulse Vol IV
Happy belated Canada Day, and Happy Independence Day to our neighbors in the South! I spoke with my brother last week who lives in Dubai and turns out Barry’s bootcamp reopened its Dubai locations. Whats more, we won’t be seeing shirtless men in fitness classes anytime soon (#petpeeves solved). Canada…
Pulse III
A summer like no other. Here I am with the latest market recap (as at June 2020) in case you missed any of the noteworthy developments below (some personal commentary included): Norway’s sovereign wealth fund, the largest in the world, with more than a trillion dollars in assets, announced a…
Berkshire Briefing
Investors, entrepreneurs, economists, and policymakers alike tuned in Saturday May 4th, 2020 to listen to the wisdom imparted by the oracle of Omaha. A glass of coca cola placed conveniently, or perhaps strategically by his side, Warren Buffett presented the annual shareholder’s meeting with a deck of slides which he…