All-time high
It’s okay to ride the trend, but we recognize that greed drives market insanity.
Dear Reader,
All things. All-time highs. Much has been said about living in an AI bubble… yet few take us over the insanity… the take on how to think wisely in times like these.
Back in 2021, we coined the term “digitalization of the world.” That shift led us to focus on tech companies, data centers, blockchain—and more recently, artificial intelligence.
Surely, these are great advancements in productivity, which justify (for now) the higher valuations we’ve been riding for some time.