Recent Articles
Delisting Has Not Been Derailed
By Thomas Gatley from Gavekal Dragonomics What happenedThe China Securities Regulatory Commission on Saturday published a proposed rule change for…
And Just Like That…
Through the first half of 2021, the US Initial Public Offering (IPO) market hit record after record, as proceeds and…
Reversion to the Meme
Image: KnowYourMeme.com “A gold mine is a hole in the ground with a liar standing next to it.” – Often attributed…
Stranger Than Fiction
Each December, as most of us prepare to celebrate the holiday season, Wall Street luminaries deliver their outlooks for the…
Piling On The Fed… The Price of Bubblenomics
You probably know by now that I tend to do things in an unconventional way. Publishing Bubble 3.0 via Substack…
Why China Will Not Save Russia
Not long before Russia invaded Ukraine, Xi Jinping and Vladimir Putin met in Beijing and declared the friendship between their…
The Sting
You asked for it, you got it! In this case, that old Toyota tagline doesn’t apply to a new car…
The Semi Shortage Faces New Headwinds
Semiconductors have been described as “the brains of modern electronics.” The small but powerful chips are a critical component to…
Is the Buyback Bubble Ready to Burst?
This introduction to the latest chapter of Bubble 3.0 gives me the opportunity to highlight one of my most important…
Putin on the Blitz
Let me be the first to admit, the full-on invasion of the Ukraine is not what I thought was the…
Bubble 3.0, Chapter 7; What Price Bubblenomics?
The election of Donald Trump in 2016 was one of the biggest political upsets in US history. Besides his unlikely…
Chasing Decacorns: IPOs to Watch in 2022
Over 1,000 companies hit US public markets for the first time in 2021, shattering previous records. However, after a red-hot…