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I enjoyed their report on Nikola but in a market where fundamentals mean nothing, all of these will fall on deaf ears I'm afraid.



> a market where fundamentals mean nothing

Eventually the music will have to stop. I wonder what's going to be the trigger.


Given the progress so far, something monumentally stupid.

I'm increasingly reminded of https://en.wikipedia.org/wiki/Pyramid_schemes_in_Albania , although that was a much smaller economy with a much more limited capacity to absorb fraud.


Dedollarization


This would be a massive (although it could very well be a gradual process) but given everything that's been going on so far and how the dollars been trending so far you can't help but wonder if its actually going to happen some day




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