Australian Shares

Is the stock bubble about to burst?

David Llewellyn-Smith
Tuesday 25 February 2025
Advertisement

The Market Ear with more.

What could go wrong?

Steve Cohen expects a significant correction. Warren is hoarding more cash than ever. Some valuations metrics say that this is the most overvalued market ever. Hedge funds, long-onlies, retail and CTAs are all close to max long. What could go wrong…?

The full text of this article is available to MacroBusiness subscribers

$1 for your first month, then:
Cancel at any time through our billing provider, Stripe
Twitter Share
About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.