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This time is a bit different

This selloff is primarily driven by valuation, and it’s remarkable how similar it looks to the bursting of the dot.coms’ bubble at the turn of the century

At any point over that five-year period, you would have been better off buying the equal-weighted index rather than the stocks in ARK:

This selloff has noticeably reduced the CAPE, but it is still only fractionally below its level on the eve of the Great Crash in 1929:

John Authers Bloomberg 10 maj 2022


 ‘Buy the Dip’ Believers Are Tested


“Crazier than the dot-com boom.“


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