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Non-Tech
Bubbles
An SI Board Since May 2021
Posts SubjectMarks Bans
45 5 0
Emcee:  Harshu Vyas Type:  Moderated
This thread is all about possible market bubbles and shorting overvalued stocks/commodities.

The floor is completely open (i.e you can disagree with someone).

This is the opposite of value investing- we are looking for overvalued markets.

No unrelated posts.
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45I would advise you to focus on valuing different businesses. Insurance is notoripetal-July 27
44Harsh, Schedule D is mostly a listing of bonds, which are valued at amortized cFrank Sully-July 27
43Dear Frank, Thanks for your response. It's much appreciated. Do you haveHarshu Vyas-July 27
42Harshl, Sorry for the delay in response but this is not a very active board. FWFrank Sully2July 27
41I don't know anything about the intricacies of insurance companies (except tpetal-June 3
40Gov'ts likely to fail in developing countries. Look at SL. Now look at how mHarshu Vyas1June 3
39Right: 1) UK raises rates. Market goes up. FTSE had not priced in the hike priHarshu Vyas-12/16/2021
38US CBO have done a good job of showing what's to come if you can be botheredHarshu Vyas-12/1/2021
37Read these and you may agree with me on the T-Bond mkt. t.co t.co t.co t.coHarshu Vyas-11/17/2021
36SPOT- Subscription based companies, I am starting to look into. Barely turn profHarshu Vyas-11/17/2021
35EV Bubble LCID and RIVN are huge bubbles. No track record. People are investHarshu Vyas-11/17/2021
34I can relate; I got burned quite badly on SPY and QQQ puts (too far OTM. Lost abpetal-10/28/2021
33Shorting is risky business. My sole experience with shorting via buying puts wasFrank Sully-10/27/2021
32I've been a bear ever since I've started in winter 2017/18, as valuationpetal-10/27/2021
31It is good to question one's views now and then, but be sure to remain firmlpetal-10/27/2021
3010 years on from the GFC Mortgage Backed Securities are back in the mix. I don&Harshu Vyas-10/27/2021
29Short IB Stocks? They aren't bubbles as such but I am definitely bearish onHarshu Vyas-10/26/2021
28Tesla Fundamental Analysis of Tesla - by Harsh Vyas - Bubble Hunter (substack.cHarshu Vyas110/26/2021
27Tesla: Incredible Progress Is Being Made But It's Still An Overvalued Car CoFrank Sully-10/25/2021
26Tesla up 9.5%: passes $1 trillion market cap. Unreal!Frank Sully-10/25/2021
25Hi Frank, How is your AMC short going? I have no doubt it is a bubble, but surHarshu Vyas-10/16/2021
24Ah Charles Mackay...how I'd love to hear your thoughts! A true genius. On Harshu Vyas-10/7/2021
23I don't know much about the topic and don't pay much attention to it. petal-10/7/2021
22Treasury Bonds The debt ceiling was reached during 08/2021.By mid October, the Harshu Vyas-10/7/2021
21TSLA is overvalued. I wonder when it will fall. I have read their proxy's, 1Harshu Vyas17/10/2021
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