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Brad DeLong

What Brad DeLong thinks about stock market

@brad-delong · 87 positions · On ppll ↗

Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.

Brad DeLong did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

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Only Brad DeLong on stock market. See everyone on stock market

2 dated positions, 2026, in their own words. Our reading of what Brad DeLong has said — not written or endorsed by them.

2 positions so far — this page is not yet offered to search engines.

  1. Our readingUser surplus and moat-deepening do not produce a hyperboom in measured GDP or an explosion in profits that justifies current market valuations.

    Their wordsBut they do not produce a hyperboom in measured GDP or an explosion in profits that justifies current market valuations.

    ↗Torsten Slok Beats the AI-Bear Drum: CHARTS OF THE DAYbraddelong.substack.com

  2. 2 weeks earlier

  3. Our readingAI stocks are behaving as if they are insensitive to interest rate changes.

    interest rates

    Their wordsThe proportional response of their prices to changes in interest rates should therefore be by far the highest. Interest rates go up. Their prices should go down, proportionately, the most. And yet it hasn’t happened.

    ↗Katie Martin & Rob Armstrong: There Is Only One Trade: PODCAST OF THE DAYbraddelong.substack.com