Bubble Time

Some third party opinion (for your daily dose of confirmation bias).

Is there a bond bubble?

Probably not (Washington Post)

Is there a housing bubble?

Yes, it’s back. (David Stockman)

Is there a credit bubble?

Subprime ABS securitizations are back.

Is there a stock market bubble?

Yes. (Bob Janjuah, Nomura)

Yes. (Jamil Baz, GLG Investments)

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