bubble territory – Charm

3 Charts Showing Stocks in Bubble Territory: Famed Strategist

Albert Edwards warns of a growing bubble in US stocks driven by AI enthusiasm. US stocks now represent 75% of global market cap, and tech stocks are 35% of the US market. Edwards’ bearish views contrast with Wall Street’s optimistic S&P 500 targets for 2025. Albert Edwards, the famously bearish strategist at French investment bank…

Howard Marks Is on Bubble Watch for the Stock Market: 1 Missing Ingredient

Cs news5 months ago5 months ago04 mins

Famed investor Howard Marks is on bubble watch for the stock market. Marks said past bubbles involved new innovations, like AI, that ultimately led to sky-high valuations. However, while the market environment is frothy, it’s missing a key bubble ingredient, Marks said. Legendary investor Howard Marks, who famously warned about the dot-com bubble just three…