The Most Spectacularly Wrong Thesis - by chumba
chumbawamba22.substack.com · 1,808 words · saved by 1 readers
What If Everything Goes Right
In September 1999, a book was written predicting that the stock market would 4x over the course of 3-4 years. This is obviously insane, who would ever believe such things, obvious top signal. So with that as a backdrop, I will articulate in this article why I believe the possibility of the Nasdaq tripling over the next few years is underestimated. Nailed It First, an update to my last post. Here is the entire post: Wow! In all seriousness, we did get a bit lucky in terms of the war causing indices to move down and vol to expand in the near term subsequent to that post. But the war is…
related reading
- THE 2028 GLOBAL INTELLIGENCE CRISIScitriniresearch.com
- THE 2028 GLOBAL INTELLIGENCE CRISISsubstack.com
- AGI and the EMH: markets are not expecting aligned or unaligned AI in the next 30 years — Basil Halperinbasilhalperin.com
- Is It a Bubble?oaktreecapital.com
- THE 2028 GLOBAL INTELLIGENCE CRISIScitriniresearch.com
- If You're Not First, You're (Maybe? Potentially? Probably?) Last0xsmac.substack.com
- The Short Case for Nvidia Stock | YouTube Transcript Optimizeryoutubetranscriptoptimizer.com
- Investing for the AI transition – Educating Siliconeducatingsilicon.com
- What if the AI line just keeps going up? - by Jessepathgolden.substack.com
- On AI and Interest Ratesthezvi.substack.com
- Musings on Marketsaswathdamodaran.blogspot.com
- Changing times (or, why is every layoff 10-15%?)blog.eladgil.com