I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
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The Cell Model of the New Bull Market
The tech bubble from 99 to 2000 was all companies that had no earnings. That is, it couldn't be more different today, at least thus far. In fact, negative earning tech companies are massively underperforming those that have profitability. And so the thing that's screaming out in our framework is our cell model. The only time the cell model blows up in your face, we'll use that, is at the beginning of an economic recovery.
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