Bubble

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The 'Big Short' Is Shorting AI

Nov 4, 2025 3 min read paid

Hedge fund manager Michael Burry was portrayed in the film The Big Short. He bet big against the housing market before the 2008 crash and made a fortune. Now, he is taking another "big short" position against Nvidia and Palantir, two widely held AI stocks (chart). A regulatory filing showed that his hedge fund, Scion Asset Management, has bought put options on the two high flyers. Investors are

Ed Yardeni

Bubble, Bubble, Toil & Trouble

Oct 22, 2025 4 min read paid

A few weeks ago, we observed a bubble in fears of a bubble. The fearmongers see an "everything bubble" that will soon burst. The expression "the bubble in everything" began gaining traction during the tenure of Federal Reserve Chair Janet Yellen (2014–2018), but it became widely associated with Jerome Powell's leadership and the monetary stimulus of the 2020–2021 pandemic era. In other

Ed Yardeni