BMBL - Down Round

• What’s thankfully diverted my attention from the full-scale war in Europe is stocks - many of them, large-cap stocks.
• The last big swing in the market followed the 2008 meltdown. For tech, that was only a speedbump, not a tractor-trailer pileup.
• Public markets synthesize billions of signals every second and distill these bits and emotions into an indifferent number that points to a direction.

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