XIAM007

Making Unique Observations in a Very Cluttered World

Friday, 10 July 2009

Predicting the Next Great Bubble

Reading: Predicting the Next Great Bubble http://seekingalpha.com/a/34zb

It's every investor's dream - you buy into an investment theme or idea before anyone else has caught onto it and you ride it all the way up until it gets bubbly and you sell to some sucker who buys at the very top. Didn't you wish you owned oil all last summer? Or Amazon.com in 1999? Or a house in 2006?

Well, it's not exactly reasonable to expect that you'll buy into a bubble before anyone else, or for that matter, that you'll sell at the peak, but that doesn't mean we can't dream... and maybe even catch some of the ride in between the bottom and the top. Regular readers know I would never expect you to put all your eggs in one basket so let's look at a couple different scenarios and spot the next big bubble:

continue reading - http://seekingalpha.com/article/146423-predicting-the-next-great-bubble?source=kizur

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