CuriousCapMkts

Updated Risk Cycle Thoughts + SUI Ecosystem

Sizing and Portfolio Management: Retail's Advantage

Crypto Assets - A Four Year Cycle, Continued

Crypto Assets - A Four Year Cycle

Summary of Private Investment Rounds

3%+ Forward Yield on TLT -- Is It Time?

Being a "Maxi" Ain't So Bad

Credit Ratings and Cost of Capital

Yield Curve, Inversions, Reversions, and Steepeners

Is the Big Flip Here?

Economic Activity + Inflation's Great Comeback?

Microcap Investing Theory

Microcaps are generally riskier and less profitable than holding the largest, most liquid, best performing stocks. Many investors inherently know this, but will buy them anyways.

Born in Pessimism, Grow on Skepticism, Mature on Optimism, and Die on Euphoria