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TECH BUBBLE News & Analysis

3 warnings for investors from the ultimate contrarian
Personal Finance
3 warnings for investors from the ultimate contrarian
Here’s what strategist Jeremy Grantham thinks about the markets today.
Dan Lefkovitz | 21 October 2024
Has the tech rally gone too far?
Markets
Has the tech rally gone too far?
Many observers draw ominous parallels between today’s market and the infamous dot.com bust of 2000. Things are quite different now, but certainly not...
Yan Barcelo | 20 March 2024
The RBA, China and the US market
Markets
The RBA, China and the US market
All eyes were on the RBA but many are ignoring the structural issues in the Australian economy. 
James Gruber | 10 February 2024
The US tech sector may be in bubble territory again
Markets
The US tech sector may be in bubble territory again
The US tech sector looks frothy, yet broader markets don't seem expensive and some other sectors seem downright cheap. 
James Gruber | 21 November 2023
The US market could be set for a decade of underperformance
Markets
The US market could be set for a decade of underperformance
The US tech bubble has driven the S&P 500's gains over the past 10 years, and here's why the rest of the world may be about to play catch-up.
James Gruber | 21 September 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 
Graham Hand | 25 May 2023
The cost of not backing the big market winners
Funds
The cost of not backing the big market winners
When large companies make big moves, the funds which do not hold them are destined to deliver underperformance relative to their benchmark. \n 
Graham Hand | 25 May 2023
Nasdaq 2022: Is history repeating itself?
Stocks
Nasdaq 2022: Is history repeating itself?
When the last tech bubble imploded, the Nasdaq index lost almost 80% in just under two years. Is the same thing happening again?
Jocelyn Jovène | 06 October 2022
Are disruptive technologies the next dot-com bubble?
Markets
Are disruptive technologies the next dot-com bubble?
The short answer is no, but there are certainly some similarities building.
David Sekera, CFA | 23 June 2021
Is there any value left in tech?
Stocks
Is there any value left in tech?
The sector's expensive overall, and some valuations are downright alarming, writes Brian Colello.
Brian Colello, CPA | 28 January 2021