You can find yesterday’s presentation at Princeton’s Bendheim Center for Finance on “Market Values, Cycles and Bubbles” above.
I included some extra slides with text to flesh out what might only be a graphic or chart.
The downloadable PDF version is here: Princeton BCF.
And for those of you with an hour to kill, the YouTube video is now live.
If you care to dive into the sourcing for all of the commentary in the presentation above, here is where you can go down the rabbit hole of what all of the above is based upon:
And some specific examples:
Can the Fed Pop Bubbles (And If So, How)? (October 22, 2008)
Fed: We Will Pop Future Bubbles (December 2, 2009)
Checklist: How to Spot a Bubble in Real Time (June 9, 2011)
Does It Matter How Old a Bull Market Is? (August 24, 2018)