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Markets.com

Markets.com

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Theses over time (1)

Grouped by ticker, most-recent thesis first. Reads as the evolution of Markets.com's view on each asset — earlier entries show where they started, later ones show where they landed.

ARKK1 narrative
Strongly BearishTesla bear Mark Spiegel of Stanphyl Capital rips into Musk, ARK's Cathie Wood and Fed's Jay Powell
Aug 25, 2021
Open source video →

ARK represents a collection of 49 bubble stocks and serves as the easiest way to short multiple overvalued growth companies in one position. Cathie Wood's analysis contains factual errors and dishonest methodology, making ARK a poster child for the current bubble market.

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