Trend formation and and the futility of trend-seeking
cranberryblog.substack.com
Amid all the fuss about Chat GPT, I’ve seen a renewed interest in the meta-conversation about exciting trends, asset bubbles, and lots of other pilings-on. That’s spurred me to chunk a few disparate thoughts about trends into this post. My general point of view is that trends are complicated and a very poor foundation for investment theses. As a result, I don’t think it’s a particularly useful exercise to issue prognostications about trends.
Trend formation and and the futility of trend-seeking
Trend formation and and the futility of…
Trend formation and and the futility of trend-seeking
Amid all the fuss about Chat GPT, I’ve seen a renewed interest in the meta-conversation about exciting trends, asset bubbles, and lots of other pilings-on. That’s spurred me to chunk a few disparate thoughts about trends into this post. My general point of view is that trends are complicated and a very poor foundation for investment theses. As a result, I don’t think it’s a particularly useful exercise to issue prognostications about trends.