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Bull
2026-07-03
Dot-com comparison, on-set board 'A Boom Without the Bubble': then P/E +300% vs down now; prices +780% then vs +160% now (“some stocks up 1,000%”)
…there's their chief investment strategist and economist Lance Roberts. Every time I talk to you, you get a new title. All right, let's just start with this whole AI.com. Every morning you wake up and someone's making a comparison. I love this though, right? You go back five years into the bubble, right? When you go back to the peak of the bubble before burst, PE ratios went up 300%. Right now they're actually down. Stock prices went up 780%. We're up good, 160%. Of course, there's some stocks that are up 1,000%. Nonetheless, you must deal with this on a daily basis. What are you telling people? Well, there's a couple of things that are very important for investors. First of all, analogs are terrible. And you see these charts going around everywhere. Charles is like, oh, this looks just like 1999. Markets never play out the same way twice. It's kind of like lightning. So take those with a grain of salt. Also, there's just a massive difference . And you're pointing that out there on your charts is that back in the .com bubble, I lived through that .com bubble.…From: this video · 1 claim mined from it