dot-com bubble
Commentators draw parallels between current AI-led market conditions and the dot-com bubble, but focus on different warning signs. David Rosenberg, as reported by Walter Bloomberg, sees valuations, leverage, positioning and AI dependence at unusually extreme levels, while Wolf Richter stresses that the original bubble also financed substantial internet infrastructure and technology investment. The Kobeissi Letter highlights unprecedented concentration and fragmentation in the S&P 500, saying the divergence is greater than during the 2000 bubble 23.
Where the voices land
Nobody took a position this week.
Mentions
3 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Wolf Richter 1 mention
- Walter Bloomberg 1 mention
- The Kobeissi Letter 1 mention
- Adam Taggart 1 mention
See what your own voices say about dot-com bubble, every morning.
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