bubble

The S&P 500 index could still be hovering in the bubble territory as the cyclical adjusted price-to-earnings ratio, or the S&P 500 Shiller CAPE ratio, remains above the level of 30 for 18 consecutive months, underscoring a rare historical trend. What Happened: Unlike the trailing P/E, the...

Billionaire investor Howard Marks has highlighted the shifting investor sentiment toward credit investments amid the ongoing downfall in the equity markets. In his latest memo, he underscores how private debt offers higher returns than the S&P 500 index amid elevated valuations. What Happened:...

With its skyrocketing valuations and continued strength amid volatility, the S&P 500 has risen 1.46% in 2025 following a 20% plus gain in 2023 and 2024. As experts predict an overdue correction, this analyst says the ongoing “sideways consolidation” over the last three months could...

Howard Marks, the co-founder, and co-chairman of Oaktree Capital Management, who predicted the dot-com bubble 25 years ago has alerted investors about cautionary signs in the market in his latest paper called, “On Bubble Watch”. What Happened: According to Marks, these cautionary signs...

As Bitcoin (CRYPTO: BTC) trades near $95,000, PayPal Holdings Inc. co-founder Peter Thiel‘s framework for identifying market bubbles offers crypto investors a timely analytical tool, drawing parallels between historical manias and current market dynamics. What Happened: Speaking at the Yale...

As semiconductor stocks and the overall technology sector continue a nosedive from all-time highs, investors may question whether its meteoric rise was a “bubble.” What’s A Bubble?: Bubbles are typically defined by periods where stocks (or other assets) experience price booms...

The U.S. stock market’s recent surge, fueled by the promise of artificial intelligence, is drawing comparisons to the dot-com bubble of the late 1990s. This has raised concerns about another overvaluation scenario. What Happened: The current stock market rally, largely attributed to the...

At the dawn of the 21st century, financial markets were gripped by an unprecedented euphoria surrounding tech stocks. This period, often referred to as the dot-com bubble, saw a meteoric rise in the valuation of companies tied to the burgeoning internet industry. Investors, captivated by the...

The stock market is currently facing a potential bubble, and this could lead to a significant buying opportunity, according to a Wall Street veteran. What Happened: Richard Bernstein, the chief investment officer at RBA, has warned that the most expensive stocks in the market are likely overvalued...

Jeremy Grantham, the co-founder of GMO and a Wall Street veteran, has identified four areas of the stock market that he believes are worth investing in, despite concerns about a potential bubble. What Happened: In a note on Monday, Grantham highlighted the risks of an AI-fueled bubble in the stock...

Good times for the market are often celebrated by investors. But when tailwinds are long-lasting, a question begins to creep up: are we in a bubble? The S&P 500 has experienced a remarkable run in recent months, led by substantial growth stemming from the tech sector. Since the start of the...

Jeremy Siegel, a renowned finance professor from the University of Pennsylvania’s Wharton School, has raised a red flag over the soaring valuations of technology stocks, particularly NVIDIA Corp (NASDAQ:NVDA). What Happened: Siegel, also known as the “Wizard of Wharton,” cautioned...

Wall Street analyst Ed Yardeni is drawing parallels between Nvidia Corp.‘s (NASDAQ:NVDA) current stock market rally and Cisco Systems Inc.‘s (NASDAQ:CSCO) meteoric ascent during the 1990s tech bubble. Nvidia could potentially soar even higher before facing any risk of a downturn—if...

Goldman Sachs’ equity strategists team led by Peter Oppenheimer recently unveiled a thought-provoking analysis titled “Why AI is not a bubble,” stating that the new technology is still in its infancy and has the potential to continue outperforming other markets in the future. This...

A prominent Wall Street bear, who has been advocating for a reduced stock position since the beginning of the year, has once again stepped into the fray. JPMorgan Chase & Co.’s chief market strategist and co-head of global research, Marko Kolanovic, issued a warning in a note released on...