Social Media Ideas for Asset Bubbles

Spotting Market Bubbles: Why History Says It’s Nearly Impossible

If you knew you were standing inside a stock market bubble, you wouldn't be standing in it for long. You'd sell. So would I, and so would everyone reading this. And if spotting mar...

The AI bubble question

Is AI a bubble? The answer matters less than how you invest. Learn why bubbles are driven by investor behaviour, not technology, and how to avoid costly mistakes.

The AI Bubble Is No Ordinary Bubble

The AI Bubble Is No Ordinary Bubble Tech companies need to generate huge revenues fast, or the economy could be in trouble. By Annie Lowrey, The Atlantic The American stock market...

How to understand the current puzzle in bonds and equities

Like every bubble, the important point is how the AI boom is being financed

Madness, utter madness

PaulRobson: market bubble Yes, but I worry that the amount of debt generated by all this infrastructure buildout could give us another financial crisis. Hitech subprime

Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty

Goldman’s chief global equity strategist Peter Oppenheimer said, “There does not appear to be a valuation bubble, but there may be an earnings bubble.”

Animal Spirits: Say Bubble One More Time. I Dare You!

Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription...

Overvalued, Bubble, or Revolution?

  Perhaps the question I hear asked most often is: “Are we in a bubble?” and “What’s happening with this artificial intelligence thingie?” I picked a few of my favorite charts that...

If There Really Is A Bubble, This Is The Cheapest Bubble In History

Ray Dalio on the AI bubble nearing 1929, 2000 levels and the lesson people always forget: ‘Wealth is not the same as mon...

“You see a lot of people getting wealthy but you can’t spend the wealth,” the Bridgewater Associates founder told The Diary of a CEO.

Dalio calls AI the biggest bubble since 1929. Murata says the spending boom is ending

AI focused hedge fund Situational Awareness already blew up from leverage this week. Oracle stock cratered as debt for data centers piled up. Semiconductor indexes lost trillions i...

Behind the AI stock market bubble lies a weak yen

The world might be dividing into rival camps and competing trade blocs, but international capital flows remain footloose and fancy free. In so doing, they pose a threat to what rem...

What happens when 2008, 2000 and 1998 show up at the same time?

What do you get when you combine a 2008 housing bubble, a 2000 dot-com bubble and a 1998 currency bubble? This is the part of market history I keep coming back to. What do you get...

Welcome to the era of financial candyfloss

The value of real assets in the US is shrinking as financialisation soars

Tuesday links: blown up portfolios

MarketsReal yields keep rising. (mrzepczynski.blogspot.com)A majority of stocks are outperforming YTD. (trendlabs.com)Like it or not, the mega IPOs reflect the market's view. (advi...

Guest Contribution: “When Does Monetary Tightening Deflate a Stock-Market Bubble?”

Today, we are pleased to present a guest contribution written by Jamel Saadaoui (Université Paris 8-Vincennes).    Our paper, written with William Ginn and Evangelos Salachas, “Sto...

Forecasting the AI bubble: When scarcity turns to surplus – SiliconANGLE

Artificial intelligence can be technologically transformative and still produce a capital bubble. Those two ideas are not in conflict. The bubble … Source

Just like with the yen, America cannot save the AI bubble

In a rare intervention, the US has propped up the Japanese yen. The move is seen as a bid to hold off a further rise in yields for US government bonds – amid Japan’s sell-off of US...

Madness, utter madness

Exactly. If it looks like a market bubble it probably is. Think railways, internet… …so at the shakeout some will come out with great value and probably high consumer pricing and...

The KOSPI Bubble

Semiconductor chip companies have been benefiting from strong momentum and a powerful narrative. For instance, memory chip producers like Micron, AMD, and Intel have risen by 192%,...

AI credit bubble could fuel Bitcoin ‘crack-up boom’ past $1M: Hayes

Hayes likened the debt-fueled AI infrastructure boom to the 2008 credit bubble, but evidence suggests financial strain is uneven across Big Tech.BitMEX co-founder Arthur Hayes said...

China's property bust is spilling across its borders

China's rising reliance on exports to power its economy has fueled fears of a "second China shock" threatening producers of manufactured goods in Asia, the US, and Europe.[1] China...

The Bat Signal Theory Of Bessent's Treasury Buyback Increase

Stocks Haven’t Been This Expensive Since the Dot-Com Boom, but That Doesn’t Mean AI Is Another Bubble

The classic bubble indicators are imperfect indicators for a new-age market.