History of Asset Bubbles Past 60-Years The AI rally is powering investor enthusiasm, with semiconductor names among the biggest winners. It’s also reviving talk of past hype cycles and whether the run can last. Image: BCA Research
Famous Market Bubbles: Peak-To-Trough Drawdowns Major market bubbles rarely fade quietly. Losses can be severe, and getting back to even can take years, sometimes decades, as leverage unwinds, valuations reset, and confidence takes a hit. Image: Real Investment Advice
S&P 500 During The Dotcom Bubble Back at the start of the dotcom bust, U.S. tech stocks sold off while the rest of the market rose. If that pattern holds, the safest place to hide might still be in stocks, just not the same ones. Image: BCA Research
Asset Bubbles – Bitcoin, Equities and Bonds While caution is always warranted and some assets look frothy, extreme market bubbles are not apparent right now—though pockets of overvaluation do remain. Image: Deutsche Bank Research
Bitcoin, the Mother of All Bubbles? Is Bitcoin the biggest bubble in the history of mankind? Image: BofA Global Investment Strategy
Housing Bubbles – Real House Prices vs. House Prices / Disposable Income Is an housing crash on the horizon? Image: MBR Partners
Is Bitcoin a Bubble? 81% of FMS investors think so. Image: BofA Global Fund Manager Survey
Bubbles – History of Credit Investors’ Biggest Perceived Risks Is there a credit bubble in the making? Image: BofA Global Research
Tech Bubble – S&P 500 Information Technology and Small Cap Value Index Should investors expect small cap value stocks to soar and a repeat of the tech bubble burst? Image: Alpine Macro
Summary Table of Bubble Characteristics and Risks Are there bubble signs that should make investors cautious? Image: Goldman Sachs Global Investment Research
Internet Search for “Bubble” Are investors starting to worry about a stock market bubble? Image: Goldman Sachs Global Investment Research