Tag Archive for "asset-bubbles"

A Brief History of Asset Bubbles (part IV)

In this edition, we outline the main investment themes and opportunities that have been created by what might be the biggest bubble in recent memory: The financial crisis of 2008.


A Brief History of Asset Bubbles (part III)

In this edition, we take a look at what might be the biggest bubble in recent memory: The financial crisis of 2008.


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A Brief History of Asset Bubbles (part II)

In this edition, we continue our examination of prior well-known asset bubbles in order to better establish a context and an investment philosophy for the coming years.


A Brief History of Asset Bubbles (part I)

While it is never fun to be involved when asset bubbles burst, history may provide some insight as to the conditions under which asset prices bubbles can develop, grow, and disappear. What I present below is a mere sketch of selected well-known asset bubbles.


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