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Strategies & Market Trends : Value Investing
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To: Harshu Vyas who wrote (76579)11/22/2024 11:48:57 AM
From: S. maltophilia1 Recommendation

Recommended By
Harshu Vyas

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This guy's not sure it's time to sell everything and get short, but maybe there's more to come:

.....
If we look at the big picture, I’m not sure that we’ve reached extreme conditions just yet. Here’s what a full-blown bubble might look like:

  • Accounting standards: More firms adopt novel accounting metrics or perhaps Orwellian accounting language.
  • Net issuance: We see a massive wave of corporate issuance and reduction in repurchases. We see this now in Berkshire and MicroStrategy, but not yet in the U.S. stock market as a whole.
  • Crypto bubble and AI bubble converge: I don’t know if we’re in an AI bubble, but it sure feels like we’re in a crypto bubble. Right now, we have two largely separate narrative streams: AI and crypto. If these two streams cross, it would be bad. [12]
The recent increase in the Saylor-Buffett ratio is one of the many small pieces of evidence (including increased ADR mispricing, history’s largest closed-end fund premium, and survey evidence on investor beliefs) that all seem to be pointing in the same direction: the market is getting frothy.

acadian-asset.com

Edit: BTW, Citron put out a tweet about MSTR. It didn't last a day/

barrons.com
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