Anatomy Of A Bubble Revisited

The Anatomy Of A Bubble Revisited: How High?

We believe three factors drive stock prices: fundamentals, technical analysis and human behaviour (market psychology). Fundamentals tend to play out and are the driving force of long-term results, technical analysis can help you manage the turn, but flow in human behaviour can dominate all else and drive prices far beyond rational explanation.

Q2 hedge fund letters, conference, scoops etc

Just think back to the start of this year when Bitcoin was coming off . . .

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