65 days ago
Maybe it will be different this time. I doubt it. For those of us who are worried that there may be a bit of an everything bubble the shocking statistic of the day comes from Jim Mellon.
148 days ago
Michael Green, Chief Strategist at Simplify Asset Management is a sound money man warning of an "everything bubble."
1502 days ago
Asset manager Lawrence Lepard reckons the end of the bull market in everything is nigh. He sees equity growth slowing a sign that we are near a market top. Last year we had explosive growth in GDP but that has waned in recent months. We printed trillions to get us through the Covid period and now benefits are running out. The economy is starting to choke and the key question is will they do further stimulus or will the markets be allowed to roll over.
1732 days ago
Analyst Bill Holter kicks off with the events in Texas during the winter storm and why the weather was sigma level abnormal. The forecasts were wrong, and the infrastructure in Texas was not built for those temperatures. This does have wider ramifications but is a metaphor for what will hit the financial markets.
