The AI-fueled hype around tech stocks has eclipsed the dot-com bubble - and a brutal sell-off may lie ahead, Bill Smead says

Tech Insider
Bill Smead
Bill Smead.

Smead Capital Management

Wall Street is declaring victory too early — the US is still headed for a recession

Tech Insider : Economy, Politics
A Bull's eye with a downward red arrow and flames reflecting from it
Wall Street and top economists are declaring an "all clear" on the US economy — but some experts warn that a recession is still on the way.

Tyler Le/Insider

Legendary investor Jeremy Grantham sees shades of the dot-com bubble in markets - and predicts stocks will slump and recession will strike

Tech Insider
jeremy grantham
Jeremy Grantham.

REUTERS/Nicholas Roberts

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