April 2022 will go down in market history as the month it all became obvious.. But what? That the global economy is in need of repair, markets are overly euphoric and consumers can’t consume when they are broke.
I’d like to introduce you to my latest theory on markets: the D-Jay Wave, a 35-year recurring cycle of irrational market exuberance. I have carefully and diligently researched this over a couple of pints.. It’s therefore better underpinned than most SPACs or Disruptive Tech funds. (Glossy pitchdeck not available.)
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