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Folks feast like kings when the cheap money is flowing, failing to realize that eventually the tab comes due.

It's what you're seeing happening in Silicon Valley right now.

Usually a reality check occurs every decade or so, bringing heads back down to Earth, but I think too many felt that the COVID lockdown lows in the markets were that reset. They then went right back to their old habits, after a brief pause.

Just thinking about how long it took to recover from 2000, 2008, etc., it's obvious that we didn't truly have that reset.

The lockdowns fundamentally changed a lot, but few people seem to want to acknowledge it. The effects of the lockdowns will been seen for a long time, I honestly do believe.

Just my take on it all.



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