Fear, Uncertainty and Doubt vs. Creative Destruction

Exponential functions appear linear in the near term and obvious in the rearview

Last week was an interesting time in the market as investors rotate and pick their lane to the future.

Does a rising interest rate mean a decline in tech valuations? Will the Fed step in with Yield Curve Control? Is Bitcoin a climate disaster or a road to monetary velocity? The end of fiat currency? Are stimulus checks to Gen-Z just another form of easy …