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Transformations And Changes Of Context

Information technology is causing major global transformations to take place...

In professions and roles...

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In markets and finance...

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In the enterprise...

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In technology itself...

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When analysts speak of tech bubbles, this is an empty statement outside of that context.

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If a bubble is an excess above some fundamental value, the fundamentals are different now and need to be revisited.

Further reading...

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A collection of essays about new fundamentals in a new information economy:

For paperback or eBook edition, click.

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.