Dotcom 2.0 bubble has burst. What is next? – Ep 163

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before. Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by...

In the recent COVID-fueled soaring market, one fund became the canonical example of investor hyper-enthusiasm: ARK. But investors have seen this movie before.

Just like the boom fueled by Y2K worries at the turn of the century, many stocks impacted by pulled forward demand will see a painful unwinding.

You can read this article online here: https://contrarianedge.com/arkk-stocks-sunk/

Please read the following important disclosure: https://contrarianedge.com/diclosure/

 

Enjoyed this read?

Share it with someone who’d love it too!

Related Articles

It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

Q&A Series: Diversification and Position Sizing in Investing – Ep 248

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

The Hidden Advantages of Investing from NOT New York City – Ep 247

What are the hidden advantages of living away from “noisy” investing centers like New York? 
DeepSeek Breaks the AI Paradigm – Ep 246

DeepSeek Breaks the AI Paradigm – Ep 246

I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.