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by turnsout 433 days ago
Not to be a hater, but this is Ben Thomspon's style. Dial up the word count until people think your analysis is comprehensive, to disguise the fact that you're not saying anything substantive.
2 comments

I think you're being unfair: try steelmanning. Assume that he is genuinely giving his best and most comprehensive analysis of the situation. It might be a flawed analysis, but at least give credit that it's a genuine effort.

The main flaw of the analysis I can see is that he is seeing patterns that aren't there - being used to analyzing complex international economics, and then being confronted with something as simple as this pump and dump scheme.

See also Scott Siskind and Curtis Yarvin.