econ

Why We Don't See the Current Bubble (FT, Howard Marks)

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3 Experts Predicted the 2008 Crash. All 3 are Back.

2 Dec: Michael Burry: "A prolonged bear market is coming."

4 Dec: Raghuram Rajan: "It’s now a combination of 2001 & 2008 bubbles."

9 Dec: Howard Marks (Memo): "Are we in a bubble?"

Use Their Signals to Adjust Your Portfolio:

“Memories are short, and natural human risk aversion is no match for the dream of getting rich.” – Howard Marks (Memo) 9 Dec, 2025
