Portfolio Risk Management — February 9, 2022

Another tech bubble about to burst? (Yes, and this one could be even worse…)

Another tech bubble may be about to burst, triggering a US recession. There are multiple similarities between the current tech bubble and the dot-com bubble.

This time, however, the Fed cannot leverage interest-rate cuts to put the brakes on a market decline, due to the current record-high inflation combined with low interest rates.