bubble

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...