Author Archive
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Jul 8, 2026Let’s look back to America’s first stock market bubble, the “scriptomania” of 1791. Like the year 2026, the year 1791 involved a blockbuster IPO, extreme... -
Apr 9, 2026Private market dynamics may give SpaceX advantages over typical IPOs, raising questions about fairness, access, and valuation in modern markets. -
Mar 24, 2026America is aging and so is its stock market. -
Mar 17, 2026Bubbles are characterized by high net equity issuance (the Third Horseman of the Bubble Apocalypse) including IPO waves. -
Feb 13, 2026This year, we saw 15 ads featuring AI-related services, including ads from both Anthropic and OpenAI. -
Jan 31, 2026Elon Musk is a good bet to become the world’s first one. -
Jan 27, 2026Another form of circularity
