The Everything Bubble Is Ready To Pop

Authored by Jared Dillian via,

It wasn’t always this way. We never used to get a giant, speculative bubble every 7–8 years. We really didn’t.

In 2000, we had the dot-com bubble.


In 2007, we had the housing bubble.


In 2017, we have the everything bubble.

I did not coin the term “the everything bubble.” I do not know who did. Apologies (and much respect) to the person I stole it from.

Why do we call it the everything bubble? Well, there is a bubble in a bunch of asset classes simultaneously.

And the infographic below that my colleagues at Mauldin Economics created paints the picture best.

I don’t usually predict downturns, but this time I bet my reputation that a downturn is coming. And soon.

When there’s nothing left but systemic risk, everyone’s portfolio is on the line.

To that end, I’ve put together a FREE actionable special, Investing in the Age of the Everything Bubble, in which I discuss ways to prepare for the coming bloodbath (download here).



rccalhoun JRobby Wed, 09/20/2017 - 17:07 Permalink

when you have the entire world's central banks fixing the entire interest rate curve and many buying financial and other assets......anything can happen.   this is the ultimate experiment of governmental price control and the fuckers are 'all in' and have no plan B, because plan B is a total reset.

In reply to by JRobby

SofaPapa Almost Solvent Wed, 09/20/2017 - 18:48 Permalink

The surreal environment we live in has lasted this long only because around the world, people have considered our current system "the best alternative".  This "best alternative" is what the "dollar" represents in today's world, and that is what it means that the dollar is the reserve currency.  Although the US is circling the drain, still noone can find anywhere or anything else to put faith in.  With the US having gone full fascist, the confusion is now manifest.  If the trend is our friend, then for the past 10 years, the trend has been slowly increasing chaos - everywhere - with bursts of more rapidly accelerating chaos.  I see no imminent break in that trend.

In reply to by Almost Solvent

junction jamesmmu Wed, 09/20/2017 - 17:04 Permalink

I think the Earth has finally had it fill of that arrogant species which has plundered the planet.  Or maybe it is something else.---- Flash Gordon (1936) – The Emperor Ming: Klytus, I'm bored. What play thing can you offer me today?  Klytus: An obscure body in the S-K System, Your Majesty. The inhabitants refer to it as the planet. . . Earth.  The Emperor Ming: How peaceful it looks.  [He activates a console, and watches as earthquakes, floods, etc. start to occur. They both get a good laugh out of it]  Klytus: Most effective, Your Majesty! Will you destroy this, er, Earth?  The Emperor Ming: Later. I like to play with thing a while. . . before annihilation.  [laughs evilly]   

In reply to by jamesmmu

sinbad2 buzzsaw99 Wed, 09/20/2017 - 23:44 Permalink

Flesh Gordon 1974 Prince Precious: I'm Prince Precious, rightful heir to the throne of Porno. Years ago, this planet was a veritable paradise. But Wang, a maniacal botanist whose organ was devoured by a crazed Penis Flytrap, could not tolerate the existence of so much pleasure, and so, banding together an army of the impotent and frustrated, and armed with a small but effective sex ray, plunged my palace into carnal chaos, and took it over.

In reply to by buzzsaw99

Xredsx MANvsMACHINE Wed, 09/20/2017 - 17:34 Permalink

The truth is the simple fact that no matter what, there is a new world order coming, But, will good prevail over evil or not. Will those few who pull the strings over humanity win? Will they get their ww3, or does it even matter? Just exactly how much of our own personal independent sovereignty will we lose, in this upcoming, fully centralised world? Would they accomplish in turning the human race into robots, with machine minds and machine hearts?Or will the good decent people who were once known as the common people prevail? Will the truth what ever it maybe prevail over the propaganda machine? Will those that sold their soul to the devil have their day of reckoning in the court of law {Our law tho and not theirs. No judgement from me, God knew that greed corrupts a man's soul}. Will the nations be saved and the whole entire human race in the name of humanity be united by all color,religion, gender and etc? Will we the people bring in our own nwo based upon freedom,freewill and free choice? A world where the only thing we would do with political correctness was to ban censorship itself. A world without CORRUPTION.  I guess we will find out soon enough. SO, most of you on here that knows a hell of a lot more of the truth than the average joe. What have you been doing with the information that you have picked up over the past few years apart from thinking about wealth?

In reply to by MANvsMACHINE

Implied Violins Wed, 09/20/2017 - 17:02 Permalink

I'm sitting here blowing bubbles with this child's soap and plastic ring-thingy, and I wonder: will any of these bubbles outlast the ones listed in the article?

Taking bets...

Angelo Misterioso Wed, 09/20/2017 - 17:19 Permalink

just got back from Shanghai and Beijing - talk about bubbles! Real Estate prices are ridiculous and it is all built on ground leases back to the communist govt - they are gonna be looking at a few "lost decades" pretty soon -

Gobble D. Goop Wed, 09/20/2017 - 22:44 Permalink

Keep stackin boys and girls.  While you still can.  While you still have a jay oh bee, and it's still affordable.BBBStackin beans, stackin bullets, and stackin bullion.That's eating insurance, looters insurance, and financial insurance.Hell, you got insurance on every damn thing else, get some insurance where it counts...