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Week #12: An Exceptional 100 Days; The Magazine Cover Indicator; CalPERS, Shame on You!
Buybacks an Investment Bust; Munger on The Psychology of Human Misjudgment
21 hrs ago
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Week #12: An Exceptional 100 Days; The Magazine Cover Indicator; CalPERS, Shame on You!
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Echoes of Euphoria: Lessons from the Nifty Fifty's Fall from Grace
2023 was a year unlike many others. It was a year when a handful of tech titans accounted for a whopping 60% of the S&P 500's 26.3% gains. The…
Published on The Bubble Blog
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Mar 22
Week #11: MBA? Just Say No!; Mining the Moon; Europe's GRANOLAS
Bull Market Charges Ahead; Tesla Tumbles
Mar 20
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Nicholas Vardy-The Global Guru
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Week #11: MBA? Just Say No!; Mining the Moon; Europe's GRANOLAS
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Sun, Sea and Sand: The Unravelling of the 1920s Florida Property Bubble
Most U.S. investors know about the 1929 stock market crash. Yet history has all but forgotten another financial crash that happened in the mid-1920s far…
Mar 14
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Nicholas Vardy-The Global Guru
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Sun, Sea and Sand: The Unravelling of the 1920s Florida Property Bubble
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Week #10: Gold Shines; Best Company in the World?; China Miracle RIP
Microcap Moonshots; Are You in the 1%?
Mar 13
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Week #10: Gold Shines; Best Company in the World?; China Miracle RIP
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Tech Booms and Busts: The Recurring Rhythms of Tech Triumphs
No, this time is NOT different
Published on The Bubble Blog
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Mar 9
Week #9 NVIDIA (Not again!);Microcap Moonshots; The Economist Turns Bearish;
Shiller CAPE Ratio RIP; Credit Card Delinquencies in Mississippi
Mar 5
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Nicholas Vardy-The Global Guru
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Week #9 NVIDIA (Not again!);Microcap Moonshots; The Economist Turns Bearish;
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February 2024
AI Dreams and Waterway Warnings: Lessons from the Canal Manias of the Industrial Revolution
It was the "Tech Bubble" of its day
Published on The Bubble Blog
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Feb 29
Week #8 Buying NVDA? What are you thinking? Japan Melts Up; Preview of Bitcoin's Demise
Bubble Trouble; Saving Harvard
Feb 27
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Nicholas Vardy-The Global Guru
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Week #8 Buying NVDA? What are you thinking? Japan Melts Up; Preview of Bitcoin's Demise
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Week #7 $6 Trillion Investment; Broadening Rally; "Old Dog New Tricks."
Viva Mexico; The State of the States.
Feb 20
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Nicholas Vardy-The Global Guru
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Week #7 $6 Trillion Investment; Broadening Rally; "Old Dog New Tricks."
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Rogue to Riches: The Revolutionary Ripples of John Law and the Mississippi Company
John Law's life was a colorful tapestry woven with threads of brilliance, risk, and dramatic reversals of fortune. Born in Edinburgh in 1671, Law's…
Published on The Bubble Blog
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Feb 16
Week #6 Lynch Predicts Market Will Double; One Hot Asset; 34-Year Wait Over?
China Real Estate Retreats; Hong Kong RIP
Feb 13
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Nicholas Vardy-The Global Guru
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Week #6 Lynch Predicts Market Will Double; One Hot Asset; 34-Year Wait Over?
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