EV Bubble

by whitesweatshirt Rivian’s IPO really opened my eyes to the bubble that is the EV market. Let’s think logically: How can general motors stock be 90b and Tesla’s stock be 1T. Let’s say they eventually sell as many cars as Toyota …

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Rivian bubble has just been popped

Rivian bubble has just been poppedhttps://t.co/pJFByqcNsa pic.twitter.com/JZSckhESOS — Russian Market (@runews) November 17, 2021 Volkswagen • Deliveries: 10 million vehicles/year• Revenue: $300 billion/year• Market cap: $136 billion Rivian • Deliveries: 156 vehicles total• Revenue: $0 • Market cap: $152 billion …

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Housing Is Officially A Bubble

BY JOHN RUBINO  Since we’re in the “everything bubble,” it kind of follows that real estate, one of the things about which people with more money than sense tend to get most excited, would be rocking. And it is. But bubbles …

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We Are in Inning Nine of the Everything Bubble

by Chris Black The feeling everywhere is like 1999. Yet, the real economy is crashing through the floor. The supply chain disruptions are going to decimate workers and consumers throughout next year.  A $200 million company in my market isn’t …

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How big is the asset bubble? This big:

https://twitter.com/NorthmanTrader/status/1458057666647953409 The HELOC ATM machine is back. pic.twitter.com/HKEFaY7k92 — SolidusMax (@SolidusMax) November 9, 2021 spicy https://t.co/8PWVRajif4 — IV (@iv_technicals) November 9, 2021 The most intoxicating feature of mania is buying into the fallacy that "fundamentals" created the paper gains in …

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Tech Bubble 3.0 edition

#recession … #Tech #Bubble 3.0 edition US Tech Manias every generation:Nifty Fifty: #BoomerDot Com (NASDAQ 100): #GenXFAANG: #Millenial https://t.co/W9Lj9YA8to — Invariant Perspective (@InvariantPersp1) October 24, 2021 And $AAPL alone is valued more than entire #energy plus #utilities . I guess …

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The Fed Helped Create Housing Bubble I And Then Helped Create Housing Bubble II: The Sequel (Case Study Of Phoenix AZ Home Price Bubble)

by confoundedinterest17 Phil Hall of Benzinga wrote a series of excellent articles in four parts for MortgageOrb (although “The Orb” has removed his name). Here are the links to his stories. https://mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-one https://mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-two https://mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-three https://mortgageorb.com/the-fall-and-rise-of-the-housing-market-part-four After re-reading these excellent articles on the housing bubble and …

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