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Old 11-17-2021, 09:52 AM
 
4,031 posts, read 4,458,634 times
Reputation: 1886

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Why 2022 Could Be The Dot-Com Bubble All Over Again:

"Summary
Speculative growth stocks have become unreasonably expensive.
Persistent inflation will trigger higher interest rates, causing high growth to crash.
Capital will flow out of "dumb money" into fixed income and cash-flow generating stocks.
High growth companies with no earnings will be hit the hardest, and could see a 30% drawdown over the next 18 months.
The best way to protect your portfolio is to shift money out of speculative stocks and into high-quality stocks."

https://seekingalpha.com/article/446...all-over-again
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Old 11-17-2021, 01:07 PM
 
Location: South Bay
7,226 posts, read 22,187,529 times
Reputation: 3626
I don't see a dot com bubble this time around. Market run ups this time aren't from investors speculating on unproven businesses, at least nowhere near the levels of the late 1990s. The issue this time is the excess amounts of cash infused into the economy due to COVID. As the spigot from the fed gets turned off, I suspect we'll see some market adjustments, but consumers are likely to continue to spend, just at lower levels. Current patterns are unsustainable at this point anyway, we're already starting to see this in the form of demand exceeding supply in the workforce. Shifting money in your portfolio makes sense in this case, but it doesn't signify a coming bubble burst IMO.
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Old 12-04-2021, 10:03 AM
 
4,031 posts, read 4,458,634 times
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Strange that Facebook is expanding Bay Area office space in the midst of a remote work exodus and signs of an economic crash.

https://www.sfchronicle.com/tech/art...e-16667757.php
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Old 12-07-2021, 05:05 PM
 
4,031 posts, read 4,458,634 times
Reputation: 1886
Change in the number of tech workers moving into major US cities
Difference in net migration March 2020-February 2021 vs. March 2019-February 2020

SF: 34.8% decline

https://qz.com/2098280/miamis-tech-s...-year-of-hype/
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Old 01-18-2022, 10:31 AM
 
4,031 posts, read 4,458,634 times
Reputation: 1886
Google is just trying to shelter their massive profits from taxation. There will be no return to office work and the tech exodus will accelerate.



Corporate America is coming around to remote work. But more big changes lie ahead.
Flexible work is here to stay. But the shape it will take is up for debate in virtual board rooms around the world.


https://www.washingtonpost.com/busin...ron/?tid=ss_tw
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Old 02-15-2022, 01:02 PM
 
4 posts, read 3,018 times
Reputation: 23
This is such BS. Housing demand keeps going UP in silicon valley. Way too much wealth being generated in tech and all the new industries too (AI, blockchain, crypto, etc). It's never going down. The place to be for people who can afford to live here.

Don't listen to garbage on Fox. Everyone wants to live here if they can. Housing prices have risen more in South Bay / Silicon Valley more than pretty much anywhere else in the country the last 2 years. Palo Alto, Mountain View, Sunnyvale, Los Altos, etc. A ton of the top companies will still require going into the office a couple days a week, and you can't move up career-wise without working in HQ. Weather can't be beat. 65-70 degrees during the daytime in Jan/Feb, no clouds. 100+ different parks and hiking trails within 20 miles. A lot of east coasters who are used to crappy weather and staying indoors 8 months of the year (and obsessed with sq footage) have to mentally adjust to a place with awesome weather, 100+ great outdoor activities so closeby, and 100+ great restaurants without the crappy traffic of a huge city. So many South Bay residents will never move, simply because because it's so great to live here if you can afford it.
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Old 02-15-2022, 01:40 PM
 
Location: East of Seattle since 1992, 615' Elevation, Zone 8b - originally from SF Bay Area
44,551 posts, read 81,085,957 times
Reputation: 57739
Here the big employers are starting to return to the office, I don't expect "work from home" to stay at this level for long, probably it will be mostly hybrid.


https://www.geekwire.com/2022/micros...from-pandemic/
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Old 02-23-2022, 04:24 PM
 
4,031 posts, read 4,458,634 times
Reputation: 1886
Insane.


Silicon Valley office market improves despite coronavirus economic ailments
Sunnyvale, Cupertino, Fremont, Mountain View are strongest markets; Santa Clara, downtown San Jose are weak



https://www.mercurynews.com/2022/02/...h-real-estate/
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Old 03-07-2022, 04:15 PM
 
4,031 posts, read 4,458,634 times
Reputation: 1886
Some tech stocks are down 75% from their highs last year — these are among the biggest losers





https://www.cnbc.com/2022/03/07/here...t-washout.html
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Old 03-08-2022, 09:53 AM
 
4,031 posts, read 4,458,634 times
Reputation: 1886
Warren Buffett is once again one of the five richest people in the world as drops in tech stocks erode the wealth of Silicon Valley executives





Buffett’s Fortune Is Back in World’s Top 5 Amid Rare 2022 Gains




https://www.bloomberg.com/news/artic..._medium=social
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