Something Good for the Month
February 2022
It’s been a frosty February – but we’re ready to jump into a new dawn! Our reads this month feature a plethora of ideas and we hope you enjoy them as much as we do as we shift gears into a new season.
Things that make you go hmmm | Tale O’ SWIFT
The intervention of the American authorities in a legal transaction between two European countries has provoked criticism from a range of politicians and experts who argue that the US has overstepped its place in their policing of financial transactions under the guise of fighting terrorism.
Doomberg | It’s Time to Get Serious About Energy
“And so, I hope President Putin will help us to stay on track with respect to what we need to do for the climate.” – John Kerry, February 23, 2022
VISUAL CAPITALIST | Putting EV Valuations Into Perspective
The global push for lower emissions has created a mania around pure-elective automakers. While Tesla leads the charge, investors have also piled into many of its younger rivals.
Hussman FUNDS | Top Dollar For Top Dollar
Why is it so hard to accept that speculative bubbles can burst? Interest rates were driven to zero for a decade. Yield-starved investors chased stocks to valuations beyond the 1929 and 2000 extremes. That speculation front-loaded more than a decade of future market gains into the present. Those gains are now behind us, embedded in breathtaking multiples. If history is any guide, a collapse in valuations is likely to return those gains to the future.
Folding Ideas | Line Goes Up – The Problem With NFTs
If someone pitches you on a “great” Web3 project, ask them if it requires buying or selling crypto to do what they say it does.
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