RacingSisyphus - the Intersection of Finance, Law & Markets
Harold BradleyRecovering journalist, venture investor, mutual fund manager, investment officer & regulatory antagonist. "The truth is out there but so are lies." Dana Scully. The hidden aspects of the winners and losers in trading, finance and government regulation.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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haroldbradley.substack.comLatest Issues
Reflection On The SpaceX IPO
Early in my career, my copy editor at Commodity News Service (CNS) kept me grounded and on point. He and I then spent decades at American Century Investors and I always valued his thinking and discerning eye. Barry prompted me to write some...
The AI Bubble, ETF Mechanics and Options
In November 2010, Robert E. Litan and I published “Choking the Recovery: Why New Growth Companies Aren’t Going Public and Unrecognized Risks of Future Market Disruptions” for the Ewing Marion Kauffman Foundation. This 85-page report with st...
AI Bubble Today Echoes 1989 Japanese Bubble - Companies Bought Each Other
Japan’s Asset Bubble (1985–1989), Keiretsu, and Aftermath
The analyst ravings that welcomed me to Wall Street as a newbie.
A concise overview:
The Bubble
- Peak: The Nikkei 225 hit its all-time high of 38,915 on December 29, 1989....
Regulation, Bubbles and Systemic Risk - The Blue Owl Conundrum and Liquidity
Fourteen years ago, as CIO of the Kauffman Foundation, I drove the writing and strategic framing of our 2012 report “We Have Met the Enemy... And He Is Us,” along with my colleagues Diane Mulcahy and Bill Weeks. Based on nearly 100 venture...
The Bubble, the Innovator's Dilemma and Echoes of 1999 in the AI Era
I sat on a W.R. Hambrecht board with Clayton Christensen, the author of The Innovator’s Dilemma (1997) in the late 1990s. His book remains one of the most powerful diagnostic tools for understanding why great companies eventually stumble....
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Recovering journalist, venture investor, mutual fund manager, investment officer & regulatory antagonist. "The truth is out there but so are lies." Dana Scully.
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