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@briankrebs@infosec.exchange

Post #4379149

2026-08-04 15:45 UTC

War? What war? Inflation? Ba humbug, says the market, which continues to get high smoking AI crack 24/7. https://finance.yahoo.com/markets/stocks/articles/ray-dalio-ai-bubble-nearing-070000246.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZHJ1ZGdlcmVwb3J0LmNvbS8&guce_referrer_sig=AQAAAGLxIUmN2Vn0mF29H5oTDHkQDST87dGyetRmtKK9UUTQ1FjPqoav1ZNII_U6fvzYDlngYxoVohivgg9WhsXRrn8crCFOszNN2AMEiQSBr-97134KCu6su7t3xybD22Cvej8wlNXTzx9QeElfaihi3s2z6zMfR22H41oSt82tjTDT

Replies (3)

  • @briankrebs@infosec.exchange 2026-08-04 15:51

    btw this story is worth reading. Dalio's been consistently on target ahead of previous big corrections in the markets. n.b.: "Acadian Asset Management's Owen Lamont has framed the clearest test of whether markets are truly in bubble territory around four conditions he calls the "Four Horsemen of the Bubble Apocalypse": extreme overvaluation, widespread "bubble beliefs" (investors who admit prices are too high but expect them to rise anyway), a surge in equity issuance, and a flood of new market participants. Dalio's comments map almost precisely onto the third horseman. "There's almost nothing that's easier to produce than stock," he said, describing how a company can raise $50 million, get valued at a billion, and mint a paper billionaire without a billion dollars ever changing hands. He's identified surging stock issuance as one of the two primary forces that "prick" a bubble, alongside rising interest rates."

    Open ##4379464

  • @windsheep@infosec.exchange 2026-08-04 16:20

    @briankrebs@infosec.exchange You should read other people’s articles in full beforehand

    Open ##4379843

  • @briankrebs@infosec.exchange I alreary bailed. I am not going to try to time the market, and guess the day it crashes. Not later than November.

    Open ##4384302