Open in app
Home
Notifications
Lists
Stories

Write
Dan Ramsden
Dan Ramsden

Home

About

Published in InsiderFinance Wire

·Jul 4

The cost of fabrication

An 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, the institutional disintermediation that was but for a short while only — is that its recent crash has followed a similar blueprint to that of…

Financial Markets

4 min read

The cost of fabrication
The cost of fabrication

Published in InsiderFinance Wire

·Jun 3

The 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 truly existed as such, the cycle patterns were disrupted by the complexity and speed characteristic of the modern world. As cyclical environments come with a measure…

Financial Markets

6 min read


Published in InsiderFinance Wire

·Jun 1

The 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 happen which has happened… there is nothing new beneath the sun”) and perhaps longer. In the late Renaissance, Giambattista Vico’s New Science sought to present the…

Financial Markets

5 min read

The end of cycles (Part 1)
The end of cycles (Part 1)

Published in InsiderFinance Wire

·Jan 11

Markets and the years ahead: The Investment Thesis

In 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 for some to step back and reflect on the longer-term investment outlook. As markets rise and fall, sometimes violently, stock markets at least…

Financial Markets

5 min read

Markets and the years ahead: The Investment Thesis
Markets and the years ahead: The Investment Thesis

Published in InsiderFinance Wire

·Dec 30, 2021

Fractals and the market voice

Mandelbrot’s network Rereading The (Mis)behavior of Markets after more than a decade had passed since the previous read — a decade in which one noted misbehavior was the firm establishment of five network upstarts to market value dominance — I was this time struck by the prevalence of network terminology I had…

Financial Markets

6 min read

Fractals and the market voice
Fractals and the market voice

Published in InsiderFinance Wire

·Sep 17, 2021

The tipping point and fundamentals

What follows is an investment thesis, not advice. As before, the thesis is predicated on network value and its drivers. …

Cryptocurrency

7 min read

The tipping point and fundamentals
The tipping point and fundamentals

Aug 6, 2021

Ten network value lessons from the digitized economy

Networks are having a moment, or rather, they’ve been having it for quite some time, long before the big contagion and the flattening of curves, but the moment is expanding. Stephen Wolfram is working on a new physics model that would explain the universe in terms of network evolution and…

Economics

7 min read

Ten network value lessons from the digitized economy
Ten network value lessons from the digitized economy

May 25, 2021

Clusters of decentralized influence

Two characteristics of the Bitcoin trade are generally overlooked in the discussion: (1) Distributed networks tend to concentration over time, and (2) the price of Bitcoin can’t, by definition, be a bubble. If a value bubble is definable as a wide and growing gap between the technicals of a traded…

Bitcoin

5 min read

Clusters of decentralized influence
Clusters of decentralized influence

May 18, 2021

Linear perception, exponential change, and the new value

From a recent interview around the release of his new book, the following remark by Daniel Kahneman stands out: “The technology is developing very rapidly, possibly exponentially. But people are linear. When linear people are faced with exponential change, they’re not going to be able to adapt to that very…

Financial Markets

7 min read

Linear perception, exponential change, and the new value
Linear perception, exponential change, and the new value

Jan 30, 2021

Extremes of sentiment in markets

Towards the end of last year, I published a series of short posts on what I saw as a newly emergent but potentially powerful trend in financial markets, in which sentiment seemed to overshadow analysis and fundamentals as a driving force. In light of recent events — that is, the…

Investment

16 min read

Extremes of sentiment in markets
Extremes of sentiment in markets
Dan Ramsden

Dan Ramsden

Investment and research in the networked tech economy. https://www.linkedin.com/in/danramsden

Following
  • Mark Suster

    Mark Suster

  • Ev Williams

    Ev Williams

  • InsiderFinance Team

    InsiderFinance Team

  • Nassim Nicholas Taleb

    Nassim Nicholas Taleb

  • The Big Stack

    The Big Stack

Help

Status

Writers

Blog

Careers

Privacy

Terms

About

Knowable