Who is shouting "bubble"? And why memory, of all things?
Micron has skyrocketed. So have SK Hynix and Samsung's memory division. And as if on cue, a host of people have appeared on X, in comment sections, and during coffee breaks who have found their new favorite word: bubble. Let's pause there for a moment.
Infinite supply
What happens when machines take over human labor? In 2022, what has subsequently been called “The Chat-GPT moment” occurred. In 2026, we will have what will eventually be called “The OpenClaw moment”.
The MAGA Magic Money Trick
Donald Trump and the MAGA movement are now the world’s biggest proponents of cryptocurrency, but it hasn't always been this way. In 2019, Trump was "not a fan" of Bitcoin, but by the 2024 campaign, his tone had shifted completely, culminating in a thunderous speech at the Bitcoin conference in Nashville where he promised a pro-crypto agenda, a "Strategic Bitcoin Reserve," and a firm "no" to any CBDC (Central Bank Digital Currency).
Tech bloodbath. Crypto collapse. AI bubble. Is it over?
Market sentiment is at its lowest level in years. Gloomy headlines have dominated the media over the past few weeks, creating the impression that the bull market is already over. At the same time, the most widely used sentiment indicators reflect this same pessimism: CNN’s Fear & Greed Index points to extreme fear in the stock market, and CoinMarketCap’s crypto index is at an all-time low. In other words, the mood isn't just bad—it’s extremely bad.
No need to panic!
After a correction in the stock market a few weeks, it looks as if the world is falling apart. At least in the financial press. On March 24, 2025, Dagensnäringsliv (DN) wrote an article about Avanto Right Tail (ART), our hedge fund. The article was absolutely correct in every way, and we're glad that a young and curious journalist took the trouble to look us up rather than write something that came pre-served from a media adviser.
