Be Water
Be WaterMultiflation • Choice, Not Chance
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 51 | Subscribers | Read | bewaterltd.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Sprott Inc.
In the era of Multiflation (link here), investors are beginning to rediscover the appeal of hard assets and natural resources after abandoning them during a nearly fifteen-year commodities ice age.
Is Valuation Dead In the Age Of AI?
If AI can etch a Shiba Inu dog into a price chart…what does that reveal about the ‘real’ prices powering our financial markets—and our entire economy?
Let's Break A Deal
By midnight the conference room had transformed into something resembling a detective's command center. Documents were organized in piles with color-coded sticky notes. Every inch of the whiteboard was plastered with merger agreement clause...
HyperPrices, Volmageddon, & Ant Death Spirals
Forty years of Goldilocks conditioned an entire generation to see asset markets as “Perpetual Money Machines” through what amounted to Pavlovian technique.
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Multiflation • Choice, Not Chance
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