Wednesday, February 27, 2008

The next bubble

I'm always wondering where the next bubble may be, since I see that most wealth is accumulated by catching the mega-trends when they happen....

Interesting take on a possible next - bubble:
http://www.harpers.org/archive/2008/02/0081908

And a take on the other side of that coin, making sure you avoid being on the wrong side of mega-trends, from Pimco's Bill Gross:
http://www.pimco.com/LeftNav/Featured+Market+Commentary/IO/2008/IO+March+2008.htm





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