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The Everything Bubble

It is coming. This is the year.

The Fed Warns About The Everything Bubble (SP500) | Seeking Alpha

Jeremy Grantham rang the alarm on an 'everything bubble' and warned the S&P 500 could be cut in half. Here are the elite investor's 10 best quotes of 2023. (businessinsider.com)

Here’s when the ‘everything bubble’ will burst | Fortune

October surprise, anyone?

How Do Asset Bubbles Cause Recessions? (investopedia.com)

"asset price bubbles bear a similarity to Ponzi"

The Fed Pricked the Everything Bubble - WSJ

The Fed Is Finally Demolishing The 'Everything Bubble' | Seeking Alpha

The Stock Market Is Plummeting. Welcome to the End of the ‘Everything Bubble.’ - (nytimes.com)

Home Price Bubble

Home prices are soaring. Is this another bubble? (yahoo.com)

Is the US in another housing bubble? (yahoo.com)

The Student-Debt Bubble Fueled a Housing Bubble - WSJ

"Fannie and Freddie ignore much of what borrowers owe, allowing them to qualify for huge mortgages."

Redfin CEO Says Housing Market Has Hit Rock Bottom As Interest Rates Soar - Benzinga

America’s Affordable Housing Crisis - The New York Times

Property prices boomed here during Covid - they are now being slashed as soaring numbers of homes sit unsold | Daily Mail Online

Stocks & Derivatives

The Stock Market Looks Like a Bubble. What Is It Really? (msn.com)

Stock Market Crash: Bubble Will Inflate Another 20% Before Bursting (businessinsider.com)

Are U.S. stocks in a bubble? MarketWatch

When the bond bubble blows, it’ll take the stock market with it | MoneyWeek

Stock Market Crash: Brace for a 'Tinderbox-Timebomb' Worse Than 1929 (businessinsider.com)

Warren Buffett explains why Derivatives are "Weapons of Mass Destruction"

Disaster Is Inevitable When The Two Decade-Old Stock Bubble Bursts (forbes.com)

Stock Rally Won't Last, AI Bubble Will Pop, Economy Will Sink (businessinsider.com)

‘AI-Driven Bubble’ May Burst And Drag Down Stock Market, JPMorgan Says (forbes.com)

'There is one massive bubble waiting to burst in 2024'... By Investing.com

Corporate Debt Bubble

The Big, Dangerous Bubble in Corporate Debt - The New York Times (nytimes.com)

Global corporate defaults doubled from March to April, S&P finds | Reuters

The U.S. Is Experiencing A Dangerous Corporate Debt Bubble (forbes.com)

Billions in Corporate Debt: Wave of Bankruptcies Threatens Global Economy - Bloomberg

Corporate Debt Likely Serves as an Early Warning System for U.S. Credit Stress - Bloomberg

Long-feared corporate debt woes start to hit home | Reuters

U.S. corporate debt hit hard as inflation shock intensifies economic fears | Reuters

As the Fed Raises Rates, Worries Grow About Corporate Bonds - The New York Times

Behind the corporate bond market's $10.5 trillion debt 'bubble' (cnbc.com)

Crises in Corporate Debt Markets | Annual Report 2020 (stlouisfed.org)

Weakening US economy threatens swelling corporate debt mountain | S&P Global Market Intelligence (spglobal.com)

Are corporate bonds a bubble ready to burst? | McKinsey

Why The Corporate Debt Bubble May Burst Sooner Than You Think (investopedia.com)

Pension Bubble

Only 2 states in America can fully cover their promised pensions—see how your state's unfunded retirement benefits compare (msn.com)

South Dakota and Wisconsin

Time to defuse public pension time bomb | (reviewjournal.com)

"America’s public employee pension plans are a ticking, insolvent time bomb."

Unfunded cost of retirement benefits reaches $1.14 trillion: Report (msn.com)

New Jersey, New York, among top states with unfunded liabilities: Report (msn.com)

Jacksonville's police and fire pension debt approaches staggering $3 billion (dispatch.com)

Explaining What's at Stake as Dallas Works to Solve $3.3 Billion Pension Shortfall - D Magazine

Proposed Sacramento budget saves jobs despite $66 million deficit (kcra.com)

Bond/Treasury Market

Gundlach Calls Private Credit A 'Bubble,' Sees Problems With Treasurys (fa-mag.com)

US debt: Is America at risk of a Liz Truss-style market meltdown? The CBO thinks so | CNN Business

The Fed Fears a Bond Meltdown | Mises Institute

The Bond Market Crash – And What One Can Do About It Now (forbes.com)

Bonds: Crash In Long-Term Treasury Bonds Now One Of Worst Implosions Ever | (investors.com)

The biggest bond crashes and what we learnt from them (afr.com)

Bond-Market Crash: 4 Charts Showing Why the US's Debt Mountain Is a Factor (businessinsider.com)

Bond-Market Crash: What It Means for Stocks, the Economy, Consumers (businessinsider.com)

Long Bonds’ Historic 46% Meltdown Rivals Burst of Dot-Com Bubble - Bloomberg

When the bond bubble blows, it’ll take the stock market with it | MoneyWeek

Here’s what happened the last time the bond market crashed | MoneyWeek

Worried About A Bond Bubble? Consider A Stable Value Fund For Your 401(k) (forbes.com)

401k Bubble

How to Protect Your 401(k) From a Stock Market Crash | SmartAsset

'The biggest crash in history': Robert Kiyosaki warns that millions of 401(k)s and IRAs will be 'toast' — says there's 'no time to play Russian Roulette.' Here's what he likes for protection (yahoo.com)

A Growing Number of Americans Are Tapping Into Their ‘Sacred’ 401(K) Retirement Savings to Cover Debts and Bills — And They’re Paying the Price for It | Moneywise

Are We in a Baby Boomer Retirement Crisis? (investopedia.com)

Was the 401(k) a Mistake? - (nytimes.com)

If the U.S. defaults on its debt, here's how it will impact your savings, cash investments — and 401(k) | Morningstar

These retirement funds took a beating in 2008 it could happen again (cnbc.com)

A Bursting Bubble’s Effect on the 401k - 401(k) Specialist (401kspecialistmag.com)

Will the 401(k) Bubble Burst? | CFO

You Don’t Actually Own the Securities in Your Account - American Thinker

"Americans don’t actually own the stocks, bonds, mutual funds, and other assets held in common retirement vehicles... modification of an obscure set of laws allowed big banks to use their customers’ securities in investment accounts as collateral in the derivatives market."
AI Bubble

Premarket stocks: This investor predicted the dot-com bust. He thinks AI is a bubble that will ‘deflate’ | CNN Business

Former TikTok CEO Sees AI as 'Vastly Overhyped Already' | Tech Times

Square Mile's CIO Mark Harries: Are we in an AI-generated bubble? (investmentweek.co.uk)

Weekly AI Bubble Watch: Nasdaq at Record High (msn.com)

What happens if the AI stock bubble bursts? We ran the numbers from the last bubble | Fortune

The AI-Fueled Stock Market Bubble Will Crash in 2026: Capital Economics (businessinsider.com)

Stock Rally Won't Last, AI Bubble Will Pop, Economy Will Sink: Jeremy Grantham (businessinsider.com)

‘AI-Driven Bubble’ May Burst And Drag Down Stock Market, JPMorgan Says (forbes.com)

Is AI the 'biggest bubble of all time'? Stability AI CEO thinks so | ZDNET

Social Security & Medicare

The Medicare Bubble Has Burst (msn.com)

'Social Security is broke beyond belief': This Boston University economist warned the government safety net is full of holes — here's how to make sure you stay afloat in retirement (msn.com)

“Its unfunded liability is $65.9 trillion — twice the size of official government debt.”

Medicare and Social Security are both in crisis as underfunding hits $175 TRILLION - almost double the economic output of every country on Earth (msn.com)

Neither Trump Nor Biden Have A Plan for Social Security and Medicare Insolvency (reason.com)

A new report says Social Security won't go broke as soon as feared — but critics still say US is 'condemning' seniors (yahoo.com)

Insurance Bubble

Why Is Car Insurance So Expensive? - (nytimes.com)

"Soaring premiums have become a prominent driver of inflation, and insurers say that more increases could be on the way."

Car Insurance Prices Still In Overdrive, Showing Annual Increase Of 22.6% (msn.com)

Different States, Same Problem: A Home Insurance Crisis (msn.com)

Insurance comparer Quashed says car insurance is up 40% and home insurance up 25% | interest.co.nz

Sovereign Debt Bubble

Jamie Dimon is worried about how much the US is borrowing. Here’s why | CNN Business

U.S. National Debt Surges, Adding $1 Trillion Every 100 Days (msn.com)

Government spending to blame for inflation spike, San Francisco Fed study says | Fox Business

US federal budget crosses grim milestone as interest payments overtake defense spending (yahoo.com)

How government debt could blow up the global financial system (afr.com)

America's debt tops $34 trillion, but a commission to address it appears dead in Congress | lancasteronline.com

Europe Debt Bubble And Hyperbitcoinization - Bitcoin Magazine

If the U.S. defaults on its debt, here's how it will impact your savings, cash investments — and 401(k) | Morningstar

Commodities

Gold, Silver Price Potential as Public Turns to Sound Money (msn.com)

Silver And The Popping Of The Debt Bubble | Seeking Alpha

All That Glitters Isn't Gold: Silver Has Outperformed Gold During This Gold Bull Run | Seeking Alpha

Gold Is Poised For A Major Move Higher As The Inflationary Cycle Persists  | Seeking Alpha

2 ways gold can help secure your future in an uncertain economy | Moneywise

Commodities Are Back: How Oil, Copper And Gold Are Repeating The Wild 1970s Market Swings (forbes.com)

Stocks and commodities haven’t moved in lockstep like this since 1980 - MarketWatch

Inflation Bubble

US wholesale inflation just hit its highest rate in a year | CNN Business

High inflation made finances worse for 65% of Americans last year | CNN Business

How Old Is Your Car? Americans Set New Record as Prices Stay High (msn.com)

'We're F'd,' Says 'Rich Dad Poor Dad' Author Robert Kiyosaki Because Fed Chair Powell 'Finally Admitted Inflation Is Winning' (msn.com)

3 Ways to Hedge Against Inflation | Moneywise

Inflation is up 20% since Biden took office | Fox Business

Car Bubble

Everything You Need To Know About The Used Car Bubble - And When It'll Pop | Watch (msn.com)

The Car Pro Commentary-The Electric Car Bubble Bursting

Americans are keeping their cars for longer than ever before (msn.com)

How Old Is Your Car? Americans Set New Record as Prices Stay High (msn.com)

Student Loan Bubble

The $1 Trillion Student Loan Debt Bubble: An Interview With Robert Applebaum | HuffPost

Higher education bubble may burst soon at U of M | hometownsource.com

The student loan bubble 'is going to burst' (bbc.com)

The US college debt bubble is becoming dangerous (ft.com)

The Student-Debt Bubble Fueled a Housing Bubble - WSJ

Why student loans may be the next bubble (cnbc.com)

Healthcare Bubble

The Medicare Bubble Has Burst (msn.com)

Will the healthcare bubble burst? 19 key perspectives (beckershospitalreview.com)

Understanding the Healthcare Bubble: How It Was Inflated, and Why It Must Burst - | Association of American Physicians and Surgeons

Credit Bubble

Black Swan Fund Warns Not To Be Excited For Fed Rate Cuts Since It'll Be When "The Greatest Credit Bubble In Human History" Pops (yahoo.com)

One of Wall Street's biggest bears says a 'huge crash' is coming as markets are in the biggest credit bubble in history (businessinsider.in)

Debt — and delinquencies — are on the rise for Americans | CNN Business

Bank Bubble

Banks Are Now Targeting Some of Private Credit’s Riskiest Debt - Bloomberg

Mortgage companies could intensify the next recession, US officials warn | CNN Business