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Mark Yusko: Tech Stocks Today Remind Me of the Dot-Com Bubble

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John Mauldin
Each week, investors and financial professionals around the globe turn to John Mauldin to better understand Wall Street, global markets, and the drivers of the world economy. And for good reason. John is a noted financial expert, a New York Times best-selling author, a pioneering online commentator, and the publisher of one of the first publications to provide investors with free, unbiased information and guidance—Thoughts from the Frontline—one of the most widely read investment newsletters in the world.
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3 comments

  1. International Oil Consulting Group

    Interesting interview. I recommend it highly!

  2. Livefree Ordie

    Mark has been dead wrong on gold prediction. Although it does make sense to stay liquid for a while now. Bubbles are everywhere, yet households are not doing so well aross all the major economies. Low interest rate has stayed for too long and big corporations took advantage of the enviroment the most. Households' debt level has been on the rise even in China. Asset price keeps soaring, and at some point a liquidity event will happen and crash on this house of cards. I really don't think the productivity of the global economy is doing so well. Loose monetary policy, low borrowing rate, tax cut for corpotations are driving the profit story in the stock market aross the globe, not real growth. In the US, Trump's broad base tax cut will casue corporations to pay down high yielding debt, buy back stock and push the stock price higher. I don't see how these big companies will add more capacity to production because households' spending are quite weak right now.

  3. Manage GST

    #FAANG stocks make the market look different as they outperform the tech sector. Check every detail and update of the #FAANG [Apple Inc (AAPL), AMAZON COM INC (AMZN), Facebook Inc (FB), Alphabet Inc (GOOGL), NETFLIX INC (NFLX)]
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