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Are we in bubble territory yet? Not braodly. But AI is getting there. CBA is already there. The Market Ear has more.
The Messi* of bull markets
1. Megacap Tech is +50% YTD, good for the second best 6-month start in its history. For context, last year was the best 6-month start: +54%
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About the author
David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.
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