bubble

AI companies seeking government handouts and legal uncertainty over Trump's tariffs could shock stocks at a time when momentum is crucial.

Big tech fundamentals remain strong, but Magellan flags froth, IPO mania, and rising speculative excesses.

Holding it doesn’t abate risks such as modest consumer price inflation; yet owning it at today’s prices creates a significant risk of loss.

The head of a highly respected small-cap boutique says the two forces that usually end bull markets aren’t present threats.

It's been a great time for investors recently, but signs are starting to emerge that the market might be starting to overheat.

The Dotcom bubble was manufactured by the US investment banks and wirehouses. The political conditions that allowed it have disappeared.

Jensen Huang is uber-bullish on the AI revolution. But there are cracks emerging in the AI investment boom narrative.

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...