K's Keynotes
KWNot-so-refined meditations on investing, philosophy, and life.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 10 months ago | Last Issue | 3 months ago |
| Active | |||||
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kwkeynotes.substack.comLatest Issues
When the Clock Has No Hands
Cinderella at the Prince’s Ball (edited). J Absolon (1859)
In the last few years, investors have been largely split into two camps: one group believes (as early as 2021) that we are in a big stock market bubble about to burst, while the ot...
The Crash and the Recovery - Keynotes
This is a continuation of keynotes from a reading of Mark Hirschey’s “Tech Stocks Valuation” and the last in the series. Go here for Part 1 (The Tech Bubble). Part 2 (Causes). Part 3 (Internet stocks & Tulips).
Chapter 5 - Mean R...
Internet stocks and Tulips - Keynotes
This is a continuation of keynotes from a reading of Mark Hirschey’s “Tech Stocks Valuation”. Go here for Part 1 (The Tech Bubble). Part 2 (Causes).
Chapter 3 - Narratives of Internet stocks in the 90s
- In the seemingly upsi...
"What Caused the Tech Bubble" - Keynotes
This is a continuation of keynotes from a reading of Mark Hirschey’s “Tech Stocks Valuation”. Go here for Part 1 (The Tech Bubble).
Chapter 2 - What Caused the Tech Bubble
The EMH Wars
- In the period leading up to the 2000...
"The Tech Bubble" - A Post-Post-Mortem Reading
I’ve recently been reading a fascinating book by Dr. Mark Hirschey that talks about the approach to tech stocks in the aftermath of the dot-com crash of 2000/2001. I really liked how Dr. Hirschey (who’s an esteemed Professor at the UKansas,...
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Authors
The writers behind this newsletter.
Trying to make sense of this noisy world.
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