Only the notes that have matured in my Obsidian vault are moved here. Mostly markets, macroeconomics and corporate finance, occasionally development and note-taking.
Spreading internet access across Asia and Africa and the evolution of global payment infrastructure are creating a structure that favors US big tech. Starlink, blockchain and the pairing of platforms with content support the case for a long-term rise in the Nasdaq.
The market is always shaped by the meta and the media. When a famous figure recommends a stock, people go wild, but the reality can be different. As with the billionaire who raved about Dogecoin while holding only 500 dollars of it, the media's message deserves a careful look. Sometimes the person recommending a company does not even know what it does. There are plenty of cases of hedge funds using the media to set up a short, and of the press spreading a particular narrative to move the market.
It is a criticism that the 'greatest generation' achieved innovation in transportation, industry, and even space exploration, while the Baby Boomer generation remained in an economy centered on hippie culture and asset bubbles. It contains the view that it was an era in which only vested interests were strengthened without technological progress.
An introduction to 12 films about investing, covering financial crises, fraud, greed and innovation. From stories based on real events to satire and hard lessons, these are essential viewing for any investor.
Soaring housing prices go beyond mere housing problems and negatively affect society as a whole: rising prices, lower birth rates, and weakened industrial dynamism. When capital is concentrated in real estate, the growth of innovative companies also becomes difficult.