Don't Waste Your Time Timing Bubbles: Subscriptions Make This Market Nothing Like 1999

Core Insights - The article discusses the author's background in value investing and experience in private credit and commercial real estate (CRE) mezzanine financing, highlighting a focus on classical value ratios for portfolio selection [1] Group 1: Author's Background - The author has a full-time commitment to value investing and writing, with a previous career in private credit and CRE mezzanine financing for a family office [1] - The author is fluent in Mandarin and has experience as a court interpreter, indicating strong communication skills in business and legal settings [1] - The author has collaborated with prominent CRE developers such as The Witkoff Group, Kushner Companies, Durst Organization, and Fortress Investment Group, showcasing a robust professional network in the industry [1]