btw this story is worth reading. Dalio's been consistently on target ahead of previous big corrections in the markets. n.b.:
"Acadian Asset Management's Owen Lamont has framed the clearest test of whether markets are truly in bubble territory around four conditions he calls the "Four Horsemen of the Bubble Apocalypse": extreme overvaluation, widespread "bubble beliefs" (investors who admit prices are too high but expect them to rise anyway), a surge in equity issuance, and a flood of new market participants.
Dalio's comments map almost precisely onto the third horseman. "There's almost nothing that's easier to produce than stock," he said, describing how a company can raise $50 million, get valued at a billion, and mint a paper billionaire without a billion dollars ever changing hands. He's identified surging stock issuance as one of the two primary forces that "prick" a bubble, alongside rising interest rates."
BrianKrebs
npub1vc…0axsh
2026-08-04 15:51:40 UTC
in reply to nevent1q…utxg
Author Public Key
npub1vc39pnjdqd77zzdxff4qyv8h3x0ey2mkx33c3vl8egr0a9ysxkxsk0axshPublished at
2026-08-04 15:51:40 UTCEvent JSON
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"content": "btw this story is worth reading. Dalio's been consistently on target ahead of previous big corrections in the markets. n.b.:\n\n\"Acadian Asset Management's Owen Lamont has framed the clearest test of whether markets are truly in bubble territory around four conditions he calls the \"Four Horsemen of the Bubble Apocalypse\": extreme overvaluation, widespread \"bubble beliefs\" (investors who admit prices are too high but expect them to rise anyway), a surge in equity issuance, and a flood of new market participants.\n\nDalio's comments map almost precisely onto the third horseman. \"There's almost nothing that's easier to produce than stock,\" he said, describing how a company can raise $50 million, get valued at a billion, and mint a paper billionaire without a billion dollars ever changing hands. He's identified surging stock issuance as one of the two primary forces that \"prick\" a bubble, alongside rising interest rates.\"",
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