Credit Bubble Stocks

[This guest post is by our correspondent from Louisiana, who previously wrote "Modern Art is a Giant Tax Scam" , and "Time to...

There is a new paper from GMO, "Value: If Not Now, When?" that is a must-read. The key highlights are below: No matter how we def...

The U.S. has had three bubbles in 20 years: late 90s, 2005-2008, and the current one. Each one has been bigger and crazier than the last. ...

Just reading an article on Strong Towns called " A Texas Sized Pavement Problem ": A PAC called Collin County on the Move is sup...

This is from an On Beyond Investing blog post  (he's a Canadian guy watching the Toronto bubble): Short sellers (I include myself in t...

You have to throw out all of the matrices and formulas and texts that existed before. You have to throw them away because they can't mak...

Amazing, read the whole thing : "Originally, I thought this would be a bit of a joke. There were billboards in all the Toronto subwa...

Great point : I've always been a little confused about uber's capital needs. When I first heard about uber, the part I thought was...

After noticing that a Y Combinator backed "Uber for Maids" Homejoy folded up (after having raised $38 million), a corresponden...

Essential reading [ pdf ] - which I've mentioned before . Key point: "[T]he peak in interest rates always precedes the long wave ...

Heard of an amazingly bad startup from Uber driver in San Francisco. You rent out your (exorbitantly expensive, small) San Francisco apartme...

This was from a Jeremy Grantham speech at the Annual Benjamin Graham and David Dodd Breakfast (Columbia University, October 7, 2009). The en...

Tim Knight is a bear in Palo Alto and his observations on Bubble v2 are great. This is about the Secret app that just shut down : in excha...

Collective hallucinations and inefficient markets: The British Railway Mania of the 1840s [ PDF ] by Andrew Odlyzko The British Railway ...

This is hilarious : "Mattermark is great for filtering — for example, a friend I met up with for coffee last week told me his dream s...

Do I have any Bay Area readers that are on the ground for and can shine some light on the last remaining bubble: the app/social media/VC bub...

Starts with a funny tweet: Katelyn Gleason @DanielleMorrill dude you're burning 200k a month? that means in your last raise you rai...

Economist : "[A] generation is still holding on to boxes upon boxes of baseball cards: children’s toys, essentially, that somehow bec...