Corporate longevity is one factor in the equation that improves your odds of betting on a winner/survivor and most importantly doing it at a bargain when the bubble of bubbles bursts. Corporate survivability is not solely based on corporate longevity, technology, and changing tastes, government legislation and technology has displaced old players The digitalization of everything made Kodak, a household name obsolete. Who would have...
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Global liquidity has been ramped up, in the wake of the coronavirus, which has propelled already inflated asset prices to the bubble stratosphere, thereby giving rise to the coronabubble. Global authorities have recently been firing distress flares. The World Health Organization February 9 dashed any hope of containing the virus, albeit in the short term. “The detection of a small number of cases may indicate more widespread...
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Finding the lesser risk asset in this frothy financial landscape would be challenging under normal circumstances, but these times are anything but normal. A decade of emergency monetary policy, which entailed a head-spinning cocktail of negative, or near-zero interest rate policy and an unprecedented amount of liquidity pumped into the financial market through a program known as quantitative easing (QE) has created the bubble of...
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