"With the 10-year Treasury yield reaching multi-month highs, my baseline expectation is that January 2025 could represent an ...

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, ...

Howard Marks reflects on 25 years since his seminal memo "bubble.com," discussing historical and contemporary bubbles.

U.S. stocks represented over 70% of the MSCI World Index, the highest percentage since 1970. Is it a bubble? Find out.

Artisan goes back to the drawing board less than a year after the original lens, with a Mark II version that's smaller and ...

American stocks are expensive - really expensive. But what's causing them to get so pricey, and could we be in a bubble?

"In 1837, 1873, 1929, 1973, 1999, and again in 2024, U.S. stocks reached extremely high valuations relative to their profit growth. Each time this was followed by a loss of more than 80% on average ...

We continue to be amazed at the abundance of risk-taking and speculative behavior, particularly in the U.S. The current ...

"This is a true sign of a dangerous large-cap U.S. stock bubble, since even if we get a swarm of intergalactic visitors who shop at Costco, its annualized profit growth will not come close to ...

Oaktree Capital co-founder and co-chairman Howard Marks wrote a note entitled bubble.com. He closed the 14-page note by ...

The year 2025 looks promising, marked by minimal layoffs, a relative decline in inflation, and gasoline and raw material ...

When everyone starts to believe that the U.S. equity market only goes up, it may be time to get reacquainted with less popular investments.