The Great Reckoning: Thoughts on the Deflation of Technology Bubble 2.0

kellblog.com

This post shares a collection of thoughts on what I've variously heard referred to as "the tightening," "the unwinding," "the unraveling," or "the great reckoning" -- the already-in-process but largely still-coming deflation of technology-oriented stock valuations, particularly in consumer-oriented companies and particularly in those that took large, late-stage private financings. 

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