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It is often said that once you have a hammer, everything looks like a nail. So be it with the big market delusion. Since Aswath Damodaran and I published our article “The Big Market Delusion,” evidence of the delusion has been popping up everywhere – at least in my opinion. The latest instance is the market for electric trucks. In fact, this may be one of the best examples yet.
(more…)The airlines have been going absolutely ape lately. American Airlines doubled in price in the span of three weeks (incredible, yes?) Take a look at these three examples of larger passenger airlines. You can see the similarities.
In the midst of this endless rally, we’re seeing tech stocks start to fray at the edges, and I find the semiconductor group especially interesting. Notice how we’ve pushed extremely close to that price gap (horizontal line 1883.92) between the 21st and 24th of February in the semiconductor index.
