Excess enthusiasm in asset prices spans a wide range: there is overly bullish sentiment, mispricing, overvaluation,...
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My contrarian instincts often kick in when I see the crowd reaching a questionable consensus. Most of the time, what the...
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Buoyed by low interest rates for the last decade, many property markets have seen substantial price growth since 2010. Experts...
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Last month, I reviewed Ray Dalio’ s take on whether or not we were in a full blown bubble. (Dalio’s take was closer to...
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Do you understand Bitcoin and Blockchain? I don’t mean abstractly, I mean specifically, do you grok it as a trader or...
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I spoke with NPR the other day about many of the recent manias that have been animating markets lately. You can hear our full...
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I have been bullish pretty much this entire market run — from March 2009 to today. But that doesn’t mean I don’t want...
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Source: Bloomberg Between 2000 and 2007, borrowed money was adding about $330 billion a year to Americans’ purchasing...
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Does Picasso Sale Signal a Top for Stocks? Art auction records say more about billionaires than markets. Bloomberg, May 12, 2015 ...
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