undefined | Better HN

0 pointsMistletoe5mo ago0 comments

Can you explain why you think that is? The SP500 has never been more top heavy and when those 7 or so all AI associated incest stocks falter I can't see anyway it's not going to be a bloodbath of the decade long type.

0 comments

melenaboija5mo ago

I don’t know, just intuition. Each crisis is different and impossible to predict, otherwise I’d be retired, which I’m not.

Completely agree, I’d expect all of those to take a big hit, and some more than others, but I don’t think Microsoft or Google would disappear. As for the SP issue, if this trend continues, people might start seeing the SP as the opposite of diversification (at least in the stocks market sense) and will have to start looking for something else.

BTW, I’m almost an all-in SP investor myself so I’ll have to navigate that dip too, lol

Theodores5mo ago

With some booms you have something to show for it, for example, a railway network. With others, such as tulips, there is nothing to show.

After the predicted bloodbath, do we get some infrastructure and products worth keeping at the end of it? If so, does that mean the system can limp on, after even more money has printed, or do we get to another big fork in the road where systematic change is required?

j / k navigate · click thread line to collapse