Sage advice by one of the greats and his measure of factors if they were applied to today.
"Welcome to Barton Bigg’s ‘Rosy Scenario’"
Now on the blog tab of seabreezepartnerslp.com
"More Tales From Nvidia: Like Jumbo Shrimp the Situation Awareness Hedge Fund Was an Oxymoron (Issue #229)"
Now on the blog tab of seabreezepartnerslp.com
Market structure risk, leverage and gamification - these are a few of my least favorite things....
"Wednesday Came Close to the Sort of Debilitating ‘Flash Crash’ and Market Structure Event I’ve Been Warning About"
Now on the blog tab of seabreezepartnerslp.com
"More Tales From Nvidia: Cuban: ‘A lot of Data Centers Will Be Turned Into Pickleball Courts’ (Issue #228)"
now on the blog tab of seabreezepartnerslp.com
This is totally natural organic business model growth.
NOT !!!
Read
"More Tales From Nvidia: The Circle Game (Issue #224)" now on the blog tab seabreezepartnerslp.com
AI (Google Gemini) wrongly interprets yesterdays news...actually its 182's days ago news as 'current' .
Hallucinations & inability to simply say 'I Dont Know'
"More Tales From Nvidia: A Great Example of AI’s Tendency to Hallucinate.."
blog tab of seabreezepartnerslp.com
Negative Cash Flow, Hidden (Massive) Debt and Competition from Kimi K-3.
Read
"More Tales From Nvidia: Some AI Irony (Issue #222)"
now on the blog tab of seabreezepartnerslp.com
Another metric first not seen since dot com boom of 2000.
Read "Watch the Undertow and Price/Breadth Divergences" and other commentary now on the blog tab of seabreezepartnerslp.com
For reference, here was the big video also of 2000
youtube.com/watch?v=CduA0T…
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