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Dalio on why market crises keep changing rules for investors #raydalio #markets #bubble #investing
Bloomberg Television· 2025-12-20 16:00
Okay. What is a bubble. A bubble occurs when there's an enormous amount of increase in wealth relative to money.It's it's important to understand the difference between wealth and money. Wealth is easy to create. Like now um and in other times, what you do is that let's say you raise uh $50 million for a billion dollar company.then you're a billionaire and the um company's worth a billion dollars, but nobody's really paid anything like that. And so wealth is something that uh rises, but you haven't material ...
2026 will be a 'phenomenal' year for IPOs, says Tenacity's Ben Narasin
CNBC Television· 2025-12-19 13:47
Medline $6 billion IPO closing out a strong year for public listings. Joining us right now with what to come in 2026. Ben Narrison, founder of Tenacity Venture Capital.Good morning to you. Uh lot of excitement about a big year ahead. Lot of big IPOs maybe in the mix including SpaceX anthropic.I don't know whether you think Open AI is going to get there or not in at least in the next calendar year. But um where do you think we really are in these markets right now, Ben. Well, I think, you know, we talked abo ...
There's a cost to being reckless, until someone stops the spin, buyer beware, says Jim Cramer
CNBC Television· 2025-12-18 00:47
HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMERICA.OTHER PEOPLE MAKE FRIENDS I'M JUST TRYING TO SAVE A LITTLE BIT OF MONEY OUT HERE. MY JOB IS NOT JUST TO ENTERTAIN BUT TO PUT IT IN CONTEXT. SO CALL ME AT ONE 807.43 CNBC OR TWEET ME AT JIM CRAMER. WHEN I WAS RUNNING THE STREET. COM, THE ONLINE NEWS JOURNAL I STARTED IN 1995, I FOUND OUT HOW HARD BUSINESS COULD BE.HARDLY A QUARTER WENT BY WHERE WE COULD MEET OUR QUOTA FOR AD REVENUE, WHICH IS WHY WE SET UP MORE STABLE SUBSCRIPTION BUSINESS TO CUSHION ...
'Big Short' Michael Burry Broke His Silence, What We've Learned so Far
Business Insider· 2025-12-17 11:07
The mysterious Michael Burry has pulled back the curtain over the past six weeks, revealing his views on everything from bitcoin and meme stocks to the AI boom and the Federal Reserve. The investor of "The Big Short" fame was previously known for posting cryptic warnings on X, only to swiftly delete them and go silent for months or years at a time.He has now closed his hedge fund to outside cash, and shifted his focus to writing about his personal investments and sharing his financial analyses on Substack. ...
Institutional money fled bubble stocks and moved into non-tech, says Jim Cramer
CNBC Television· 2025-12-17 00:48
When I was writing How to Make Money in Any Market, I tried to isolate growth stocks where I could find them. I was concerned that if every growth stock I highlighted was linked to the data center, you'd end up with a portfolio that could crush you the moment the data center story went out of style in the Wall Street fashion show, which of course is exactly what happened. So I looked at healthcare and tried to figure out which growth stocks would come from that typical double-digit growth sales cohort.I tho ...
Chip Stocks Are In a Bubble. Here's More Good News.
Barrons· 2025-12-16 18:46
Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik. ...
X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-12-16 13:00
If AI is a bubble, shouldn’t the valuation multiples be much higher?Shouldn’t the companies be less profitable?Shouldn’t the adoption of the products be harder to identify?The only bubble that exists is the number of people predicting the non-existent bubble. ...
X @Bloomberg
Bloomberg· 2025-12-15 17:58
One of the hottest corners of the US stock market, chipmakers, meets the definition of a bubble as measured by professors at Harvard Business School https://t.co/PdhTndyrR8 ...
Cramer’s Stop Trading: Coca-Cola
CNBC Television· 2025-12-15 15:19
It's time for Jim and stop trading. >> Tripping a piece out by Deutsche Bank about the consu this consumer product group and it talks about how Coca-Cola uh which is one of the great companies of our lifetime right the stock's up 14%. I want to compare that to ARM that's my there I'm talking about my friend Rene Hos and that stock is down and this when a lot of people feel that ARM is handinand with Nvidia and ARM is uh it's up 1% but it's down six today.This is what I'm talking about. The bubble. The bubbl ...
Cramer's Stop Trading: Coca-Cola
Youtube· 2025-12-15 15:19
It's time for Jim and stop trading. >> Tripping a piece out by Deutsche Bank about the consu this consumer product group and it talks about how Coca-Cola uh which is one of the great companies of our lifetime right the stock's up 14%. I want to compare that to ARM that's my there I'm talking about my friend Rene Hos and that stock is down and this when a lot of people feel that ARM is handinand with Nvidia and ARM is uh it's up 1% but it's down six today.This is what I'm talking about. The bubble. The bubbl ...