No accounting fraud. No AI bubble.
Appreciate the humility to look at the bear case and study it.
I don't understand why so many people dismiss bears… So many of them are smart and capable, with valid thesis. They lost most of the time because of money creation, not because their thesis are stupid. So it's worth listening to the smart ones.
Appreciate the humility to look at the bear case and study it.
I don't understand why so many people dismiss bears… So many of them are smart and capable, with valid thesis. They lost most of the time because of money creation, not because their thesis are stupid. So it's worth listening to the smart ones.