market cycles

Spot financial bubbles by combining FOMO psychology, crowd dynamics, historical pattern-matching, and the market-cap-to-GDP ratio.

After every burst bubble, the next one rhymes — overpay and the story won't save you.

Increase caution precisely when others become reckless and opportunity emerges

You may not know where you're going, but you must know where you are

Market corrections create generational opportunity—protect churn, not incumbents

Be fearful when others are greedy, and greedy when others are fearful