An interesting memo from a US fund manager warns that markets are already getting over-excitable. Plus the rest of the week’s reads.
May 2011
Asset classes, sectors, and styles all come in and out of both fashion and genuine prosperity, depending on the underlying cycles. So never say never again.
The threat of a new dotcom bubble busted (for now) plus the usual links great and small from around the web.
My quest to write Everything You Wanted To Know About Subscription Shares But Never Thought To Ask is well into its Third Act.