Our readingWhat is a korrent?
A bubble can only be identified in retrospect, so arguing about whether one is happening now cannot be settled now.
Drawn from what Howard Marks said
Subjectinvesting
What this subject means
investing Putting money into markets on purpose: what a portfolio is for, whether active management earns its cost, and what money is actually a means to.
In the views oninvestingunder our view: Nobody can tell whether the AI boom is a bubble while it is still inflating