The China dilemma of investing was brought to light with the recent technology sell-off. All major Chinese technology shares such as Tencent, Alibaba, and Meituan had fallen sharply early in the week on news of regulatory crackdowns. China’s antitrust regulator announced Monday a set of guidelines for food delivery platforms that included paying delivery personnel at least the local minimum wage — a move that could hurt the profits of...
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Could the entire crypto market pull-back be a temporary short-term bear market in a secular bull market and represent a buying opportunity, or is this the end of the cryptocurrencies bull cycle? To put a perspective on crypto market pull-back the total cryptocurrency market cap has fluctuated from a high of $2.56T to today’s $1.38T, which represents 53.9 % pull-back from its high. But cryptocurrency investors are immune to pull-backs,...
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Could an insight into the future be revealed through the optics of six long waves of innovation spanning 250 years? So, let’s zero in on the theory of innovative cycles, developed by economist Joseph Schumpeter, which sheds light on six long waves of innovation that defined previous decades since 1750. These six long waves of innovation begin with two distinct phases of the industrial revolution, the first being between 1750 and...
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