Dan RamsdeninInsiderFinance WireSentiment and flows: The investment thesis refinedThe investment thesis, as presented in the original post on the subject, maintains that in an increasingly digitized global economy the…9 min read·Mar 9, 2024----
Dan RamsdeninInsiderFinance WireInstability, new values, and the end of swansIt is recognized that a principal market driver and possibly the principal one, is sentiment. Notwithstanding the growing influence of…7 min read·Dec 28, 2023----
Dan RamsdeninInsiderFinance WireMarkets and the years ahead: The Risk ThesisThis is in continuation of a post from roughly two years ago — Markets and the years ahead: The Investment Thesis — in which it was argued…7 min read·Nov 22, 2023----
Dan RamsdenThe mystery of new frontiersThe “fear of missing out” — a fear characteristic of the moment in financial markets — seems a prevalent enough sentiment that some…7 min read·Jan 13, 2023----
Dan RamsdenRegaining our composure, or Swan risk on the riseIn his latest memo (Sea Change, December 2022), Howard Marks argues that, after a multi-decade period of low and falling interest rates and…5 min read·Dec 16, 2022----
Dan RamsdeninInsiderFinance WireThe cost of fabricationAn irony that may be lost among the list of failed cryptocurrency premises — the inflation hedge that isn’t, the store of value that isn’t…4 min read·Jul 4, 2022----
Dan RamsdeninInsiderFinance WireThe end of cycles (Part 2)This is in continuation of a previous article (Part 1) in which a case was argued that, if historical, economic or business cycles ever…6 min read·Jun 3, 2022----
Dan RamsdeninInsiderFinance WireThe end of cycles (Part 1)The temptation to explain history as a repeating pattern is a long and rich tradition, dating as far back as Ecclesiastes (“only that shall…5 min read·Jun 1, 2022----
Dan RamsdeninInsiderFinance WireMarkets and the years ahead: The Investment ThesisIn times of turbulence, as in the first weeks of this year and possibly for a while to come, it may be a constructive and calming exercise…5 min read·Jan 11, 2022----
Dan RamsdeninInsiderFinance WireFractals and the market voiceMandelbrot’s network6 min read·Dec 30, 2021--1--1