The famously bearish Jeremy Grantham warns that the stock “super bubble” that he’s previously spoken about “has yet to burst” and that when it does it will be an “epic…
Tag: Market Bubbles
Trouble With A Stock-Market Bubble
In an article in The Wall Street Journal, Jason Zweig examines his mistaken prediction from 2010 that the stock market wouldn’t return more than 6%, and what can be learned…
Bernstein’s Playbook To Beat The Bubble
As the 10-year tech bubble continues to deflate, Richard Bernstein of the asset management firm Richard Bernstein Associates, has a simple solution for investors to cushion their portfolios. Bernstein sees…
The Ugly Truth About Bubbles
In an opinion piece for Bloomberg, Kevin Muir writes that bubbles always seem obvious and easy to trade—in hindsight. But in the current view, they definitely are not. What made…
U.S. Faces A “Classic Bubble” Says Ackman
At a conference sponsored by S&P Global Ratings, well-known investor William Ackman said the U.S. is facing a “classic bubble” created by the Fed’s easy monetary policy, as reported in…
The Bubble’s Final Paroxysm - Still Months Away?
Is it possible to figure out when a bubble is going to end? An opinion piece by John Authers in Bloomberg says even though we can’t know for sure, it…
What Makes Buffett Great. Identifying Bubbles. Importance of Intrinsic Value & More - Lessons From 100 Investing Podcasts
We have reached our 100th episode of Excess Returns. We have been privileged to speak to some of the smartest investors we know over the course of the 18 months…
The Three Keys to Understanding Investing Bubbles (Ep. 84)
With the stock market at all-time highs and returns over the past year some of the best in history, the word “bubble” is getting thrown around more and more by…
We Might Be in a Bubble, But You Probably Shouldn’t Care
By Jack Forehand, CFA, CFP® (@practicalquant) — The recent rise in stock market interest among retail investors has certainly been apparent among my friends. In normal times, I might get an occasional…
Parallels Between Today’s Market and the Dot-Com Bubble
A recent article in The Wall Street Journal compares today’s stock market and the dot-com bubble by outlining five areas of strong similarity “along with one caution about applying the…