VTI - The Stock Market Is Not In A Bubble No Foolin'

2024-04-01 13:15:36 ET

Summary

• The idea of bubbles in the economy and markets is mostly wrong or early, with things currently seeming pretty good.
• Analysts and investors claiming an "everything bubble" are just seeking attention, as the data does not support this claim yet.
• The S&P 500 is the most dangerous among markets, but not the most dangerous it has been.
• Small caps and emerging markets offer very interesting opportunities.

Analysts, investors and the punditry across television and the Interwebs love to talk about bubbles in the stock market and economy. They also love fake equivalencies that make them sound smart and their ideas sound presciently scary.

Here's the problem: the idea of bubbles in the economy and markets is mostly wrong, or at least, early. There are elements of truth for things to worry about, but for now, relatively speaking against the past hundred years, things seem pretty good....

For further details see: