The Bubble Portfolio Is Getting Absolutely Crushed - Bloomberg

For years, one way to get market-beating returns was to run towards assets with the highest prices. Now, that’s changing fast and the hypothetical bubble portfolio shows just how much.This bubblelicious basket is stuffed with securities that have long been accused of being over-inflated — with equal weightings given to everything from Chinese internet and real estate names to U.S. tech stocks like Netflix and Tesla, as well as cryptocurrencies and bonds with ultra-long maturities.Created in 2017

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Bubble Survival May Be Just a Matter of Avoiding Momentum Stocks - Bloomberg