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Strategies & Market Trends : World Outlook

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To: Les H who wrote (48329)10/17/2025 10:32:29 AM
From: Les H  Read Replies (1) of 48776
 
AI’s double bubble trouble
There is a distinction between good investment and bad speculation — the likelihood is we are experiencing both
John Thornhill

Financial Times

Revenues, operating earnings, and cash flow from operations are probably overstated as they were in the late 90s. Share buybacks to offset share dilution from employee compensation and 'investments' in startups to buy equipment at inflated prices aren't discounted.
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