Doxa / commonly held belief creates bubbles. Falsification creates παρά (para) – anti = paradox investing!
Doxa — commonly held beliefs — create bubbles. When data falsifies these beliefs, para-doxa / paradox investing opportunities emerge. Using China’s energy market as an example, this essay explores how widely held ideas can be challenged for actionable insights.
CONNECTING THE DOTS: NIIC position, US reliance on external capital, Renewable energy hostility from Mr. Trump, And the bond market.
"US NIIC deficit worsens as renewables threaten petrodollar demand. Why Trump's anti-EV stance links to foreign capital dependency. Data-driven analysis.