I’m removing the paywall from the article below. I shared it with premium subscribers four weeks ago—and it’s been a very turbulent month due to the very reasons outlined in the article.For a start, the stock market is down sharply—despite Fed chair Jerome Powell’s promise to cut interest rates. But the bubble companies highlighted in the article have been especially hard hit. Nvidia is down 15 points. Microsoft is down 20 points. Meta is down 30 points.The shift in psychology is more marked. Ev...