Month: June 2025

Buy or build decision in space of PE backed providers

by

Context New hype shows up, then capital values the opportunities and frantically they invest and invest. Suddenly the investors reach the time where the company promised returns, and many of them cannot provide it. This phenomenon happens a lot, now with everything that has “AI”. But it is not unique to the AI world, it … Read more

monetary expansion, without change of direction

by

M2 money supply refers to the total amount of money available in an economy, including cash, checking deposits, and easily convertible near money. As of April 2025, the M2 money supply in the United States was approximately $21.86 trillion. Using tradingview, I could see how a high level view of the change in this chart. … Read more