Everything bubble

November 25, 2025 - At the end of January 2021, The Wall Street Journal wrote that: "For once, everyone seems to agree: Much of the market looks like it's in a bubble", while Goldman Sachs said that the S&P 500 was at or near its most expensive levels in history on most measures, with the forward EV/EBITDA breaking ...

October 15, 2025 - Cummings served the council as an economist from 2021 to 2023. You may remember the recession that followed the collapse of dot-com stocks in 2001. Or, worse, the housing crisis of 2008. Both times, a new idea — the internet, mortgage-backed securities and the arcane derivatives they unleashed — convinced investors to plunge so much money into the stock market that it inflated two speculative bubbles whose inevitable bursting created much economic pain.

October 17, 2022 - On December, 4, 2021, I warned investors that the stock market was showing the exact same pattern as the 2000 dot com bubble - a collapse in three phases.

December 14, 2021 - The paper discusses India’s stock market bubble 2021 and provides the reasons for the same: decentralization of firms from China, increase in the rate of vaccination, India’s monetary and fiscal policy during the pandemic along with the welfare assistance provided to the public.

November 14, 2025 - Looking at the COVID-era bubble peaking in December 2021, Robinhood’s IPO was July 2021. So far in 2025, we’ve seen two retail brokers go public in the U.S. (eToro via IPO in May 2025 and Webull via SPAC in April 2025), not counting the wave of crypto-related IPOs flooding the stock market.

Answer (1 of 7): The US market is undoubtedly expensive if that is the bubble to which you are referring. The more significant concern is the economic stresses seeping into people’s awareness more and more every day. There is a sense among some big, renowned investors that the market, in genera...

October 6, 2021 - The popping of the tech bubble sent the S&P 500 tumbling 45% from mid-2000 to late 2002. This time, the damage is likely to be a lot less disastrous, but still moderately severe. So instead of calling today’s scenario a bubble market, I’ll invent a new B-term, and label it the Boxed-In Market.

April 21, 2021 - Last week, they mounted a raid ... hasn’t been confined to just last week. The 50 most-shorted companies in the Russell 3000 index have now surged 33% so far in 2021....

As worry spreads about market bubbles, questions arise as to whether these price moves count as “bubbles.” Ruchir Sharma looks at history to answer.

June 29, 2021 - U.S. Markets ... The flagship U.S. stock index on Friday chalked up its strongest week since February. This despite the rapid spread of the highly contagious new variant and lingering concerns over whether the U.S. Federal Reserve will be forced to scale back its unprecedented stimulus program. Veteran investor David Roche said current valuations were a "bubble."

Some important segments of the US equity market (the NASDAQ, the NASDAQ 100, the S&P 500 home builders index) were most likely in a bubble mode in 2021; they have not yet completed a typical post-bubble correction, offering more downside than upside.

Previously in 2021, the market displayed all the classic signs of a bubble peaking: extreme investor euphoria; a rush to IPO and SPAC; and highly volatile speculative leaders beginning to fall in early 2021, even as blue chips continued to rise ...

January 2, 2024 - And indulge they did — all types ... rapidly rising interest rates, and recession fears. The froth of 2021 quickly evaporated and the bubbliest of assets crashed....

December 9, 2021 - The average correlation between the IT sector and the other market sectors is roughly zero (indicating no correlation) during the 2001 recession, but above 0.9 for most of 2008 (indicating a very high positive correlation). Similarly, the average correlation between the real estate sector and other sectors is roughly zero during 2001 and about 0.9 during 2008. The figure below shows the correlations between the real estate sector and the other 10 sectors. This suggests that the burst of the IT bubble did not cause contagion across sectoral stock values, but that the collapse of the real estate bubble generated a huge contagion effect across sectoral stocks.

Thus, the price-to-income ratio ... market bubbles. Our evidence points to abnormal U.S. housing market behavior for the first time since the boom of the early 2000s. Reasons for concern are clear in certain economic indicators—the price-to-rent ...

January 9, 2021 - Despite Covid, global stocks started 2021 on a high. But some analysts warn of an ‘epic’ bubble, amid fears that the flow of stimulus has created a monster ... Insurrections are not usually seen by investors as buy signals.

October 1, 2025 - The gauge is sitting at record highs well above the peaks reached during the Dotcom Bubble as well as the pandemic-era rally in 2021, suggesting equity prices are running far ahead of the underlying economy.

January 18, 2021 - A majority of millionaire investors say a stock bubble is occurring, but their market risk appetite is still going up, with a shift in portfolio strategy.