This discussion highlights that market uncertainty is a constant and increasing influence on investment valuations. Coupled with irrational investment behavior, which permeates market pricing at all times, investment strategies ignoring these components will fail.
Recent Writing
- ChatGPT Is Not Intelligence
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- Discovery, Innovation, and Crisis
- Industrial Policy – Stupidity by Another Name
- Proud Certainty
- The Broken Road of Innovation
- Uncertain Markets and Future Returns
- Looking Forward
- The Ten Year Horizon: Volatile, Intense, and Mostly Harmless
- Digital Assets, Central Banks, and Regulators
- A New Vision for Artificial Intelligence
- The Next Ten Years