Curious to why "experience" is a word you dislike. I always thought of it as a good way to describe things that well, you will *experience*, instead of a material possession.
Thanks and perhaps it's a bit specific - as someone in branding/marketing it gets thrown around as this catch-all term to try to describe anything millennials like (to the point where coca-cola would call drinking coke at a store an experience)
Good article. I've been thinking about how this dislocation along with the top 5 concentration truly dislocates markets from economies, taking us further and deeper into unknown territory.
Curious to why "experience" is a word you dislike. I always thought of it as a good way to describe things that well, you will *experience*, instead of a material possession.
Btw , I really enjoy the newsletter. Well written and with very interesting topics.
Thanks and perhaps it's a bit specific - as someone in branding/marketing it gets thrown around as this catch-all term to try to describe anything millennials like (to the point where coca-cola would call drinking coke at a store an experience)
QAnon comparison to the stock market really made me think. Great stuff.
Part 2 is on the bottom leg of K? Surely that is the cold hard dose of reality?
Surely...?
Good article. I've been thinking about how this dislocation along with the top 5 concentration truly dislocates markets from economies, taking us further and deeper into unknown territory.