Highlights
- The 1998-2000 surge in the NDX and SOX indices provide ample reminder that investor risk appetite, when adequately fed, can result in shocking performance.
- While we have no idea how this bubble will take shape, or for how long it will go on (time or price), we suspect we are not yet near the end.
- When it is over, it will be a doozy, but we'll cross that bridge when we get to it, either here on Earth or in space on Mars.
