Bitcoin Bubble Deja Vu

My monthly column started in Jan 2018 with the inaugural topic on how Bitcoin was one of history’s biggest bubbles. A year later bitcoin lost 85% of its value and stayed low for a couple of years

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The Death of Alpha

The entire purpose of asset management is to create alpha. Active asset management started some 70 years ago, and has grown significantly in that time

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Is Big Tech a Bubble?

A long standing doctrine in successful investing was to buy stocks that were trading cheaply based on an objective measuring method (price vs. book value / earnings / sales)…

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The Second Wave Is Here

The much feared second wave of virus infections has arrived. Many have been worrying about such an event which may follow the 1918 Spanish Flu, causing a higher death toll

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