bubble

Rational investors have abandoned CBA, resulting in a share price that gets 'pushed around' by passive and momentum flows.

CBA's valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices.

Quality investing has delivered impressive results, however, the stock market bubble in the early 1970s serves as a warning

When investment flows get out of hand, they create intriguing examples of how stock prices can get unhinged from fundamentals.

Bubble or boom? Investors ask the question as markets hit all-time highs.

My two most recent wires (Recessions usually crush shares – but investors can always reduce their ravages, 31 October and How low could stocks go in 2023? 14 November)...

Only a few market events in an investor’s career really matter, and among the most important of all are superbubbles.(1) These superbubbles are events unlike any...

CoreLogic have just released their official housing data for the entire month of August 2022, which confirms what we feared: both the 5 capital city and 8 capital...

Sydney prices are on track for another, truly massive, circa 2% per month decline according to CoreLogic data. They fell 2.2% in July, the worst outcome in around 40...

Reddit stocks, SPACs, NFTs, Dogecoin - you name it, financial markets have grown increasingly strange over the past 2 years. Dr Philipp Hofflin of Lazard Asset...

Bubble-Bursting Bear-Market: The major drivers of strength in global equities since the market bottom in 2009 (and ensuing decade-long bull market) namely:...

Fear, panic, despair, relief, hope, and euphoria. These are some of the emotions driving investor sentiment. Love it or hate it, investor sentiment plays a large role...

Are stock prices in a bubble that could be pricked at any time – either by rising interest rates, a rapid end to central banks' monetary stimulus or some other...

In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management's Anthony Golowenko is adamant that "something's...

The juxtaposition between asset prices scaling new highs while much of the world remains closed for business has investors and advisers wondering where we are in the...

Bubble, bubble - toil or take profits? This week we heard from bubble spruikers and deniers alike and both posed solid arguments for you to peruse here. Certainly, the...

Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called...

There are just too many cooks in the kitchen. The market has welcomed new entrants at various experience levels throughout the pandemic and we've found ourselves in an...

For the last month, markets have been consumed with chatter of a bubble. Are we in one? Is it about to burst? How do you avoid being stung when the bubble eventually...

High valuations in tech stocks, speculative behaviour in stocks and cryptocurrencies, and a rush of new investors to markets. You’d be forgiven for thinking that this...