It's like 1928... but in Japan?

Saturday August 8, 2026

Americans tend to think the rest of the world doesn’t exist. But, there have been stock market bubbles around the world.

Maybe the analogue to today wears slippers not flip flops? How does the AI bubble compare to say the Japanese bubble?

No matter how I look at this - and I have compared liquidity, flows, volatility, etc - everything says sometimes next year.

— AJ