Warning signs of a bubble: a practical checklist
No single signal proves a bubble, but certain warning signs tend to appear together. A grouped checklist for judging whether a boom has become dangerous.
11 min read
Insights topic
Strategy
105 articles on this topic.
Articles tagged Strategy
Bubbles, strong currencies and capital flows
Most bubbles come with a strong currency or a flood of foreign money. Why capital inflows and asset booms reinforce each other, how they reverse, and what it means for importers and exporters.
10 min read
Building a high-performing sales team: accountability, trust and empowerment
Strong sales teams rest on a few durable values and habits. What accountability, tenacity, trust and empowerment look like in practice, and how leaders create the conditions for them.
10 min read
Building rapport that is real, not rehearsed
Rapport is the mutual understanding that makes honest conversation possible. Practical ways to build it, techniques that backfire, and how to know what to practise.
10 min read
Credit: the fuel behind every bubble
Most damaging bubbles are financed with borrowed money. How lending, new lenders, low real interest rates and rising debt turn a boom into a bubble, and why credit makes the bust worse.
10 min read
Debt as a warning light: what borrowing reveals about a business
How interest costs, long-term debt and the mix of short- and long-term borrowing can reveal whether a business stands on its own or depends on lenders.
10 min read
Decision making under uncertainty: agents, observations and actions
A plain-English introduction to how people and machines make decisions when outcomes, models, situations and other actors are uncertain, and the main ways to design decision systems.
12 min read
Designing a business for durability: a founder's reading of Buffett
Buffett reads financial statements to find durable businesses. Read in reverse, the same signals become a design checklist for anyone building a business from scratch.
10 min read
Durable competitive advantage: the idea behind Buffett's best investments
Why Warren Buffett looks for businesses whose advantage lasts for decades, the three shapes that advantage usually takes, and what it means for anyone building a business.
10 min read
Explore or exploit? The multi-armed bandit problem
Should you stick with what works or try something new? The bandit problem formalises this dilemma. How exploration strategies work and how to apply them to marketing, products and suppliers.
10 min read
Focusing business resources without losing flexibility
Learn how a small business can concentrate effort on a valuable customer problem, test uncertain choices and expand carefully without committing every resource.
13 min read
Framing, certainty and the limits of rational choice
Decision theory describes how choices should be made; people often choose differently. How the certainty effect, framing and prospect theory shape real decisions, and how to design around them.
10 min read
