Soundtrack: Queens of the Stone Age - First It GivethBefore we go any further: This is, for the third time this year, the longest newsletter I've ever written, weighing in somewhere around 18,500 words. I've written it specifically to be read at your leisure — dip in and out where you'd like — but also in one go. This is my comprehensive case that yes, we’re in a bubble, one that will inevitably (and violently) collapse in the near future.I'll also be cutting this into a four-part episode starti...