Benjammin822:
keyboardcat:
Facebook, Twitter, Groupon etc. if they ever IPO

ding ding ding

WHAT DO WE HAVE FOR HIM JOHNNY?!!
manbearpig:
Student debt.
YEP, even my hardcore liberal friends see this one coming.....
Get busy living
 

The next bubble is all this talk about the next bubble. When you are expecting it, it just won't come.

If I had to give a real answer though, it'd be student debt. Consumer credit has been contracting for a while, minus this one caveat.

Web 2.0 fears are overblown. A lot of these companies do not have unjustly valuations as they did during the tech bubble. The fact that some people on this thread are calling it "Web 3.0" goes to show how little they know about the technology industry.

looking for that pick-me-up to power through an all-nighter?
 

I don't believe higher education will be the next bubble. Facebook, twitter/ social media if they ipo is an interesting guess.

tuition hikes have outpaced inflation almost 400% in the past 20 years.

you'd think that fuckin bubble would've popped by now.

Also, dude, chinaman is the not the preferred nomenclature...asian-american, please.
 
adapt or die:
Let's say for argument sake the next bubble is student debt. Does anyone have any good ways to play it? Who has the most exposure? Any pure plays?

The federal government will keep that from happening by simply buying up bad debt on student loans.

I agree that it is higer education and the things that go with it. Student loan debt, construction debt, bond debt, ect ect. The problem is, its almost a necessity to get a degree yet what advantages do 90% of the degrees given out these days even give to the holders? People are eventually going to figure out that there is a better way than the traditional college route. When they do the shit will hit the fan

Follow the shit your fellow monkeys say @shitWSOsays Life is hard, it's even harder when you're stupid - John Wayne
 

^^^look into Eisman's strategy.......he has been calling this for awhile now.

"One should recognize reality even when one doesn't like it, indeed, especially when one doesn't like it." - Charlie Munger
 

here is an article from May 2010 with Eisman's prediction as referenced by cplpayne above:

http://www.businessweek.com/news/2010-05-27/eisman-of-big-short-says-se…

I just looked at the charts for a few of the public for profits and they got killed between May 2010 and Nov 2010 so we may be a little late to the party but there is still some meat on that bone

 
Best Response

I'll go broader and say government debt. Student loans are government backed, so, combined with the deficit, we could just add student loan debt to government debt. There is no way we are paying this debt down, nor is Japan or most of Europe. We have seen what a bit of instability can do in Greece; it seems realistic that a moderate shock could collapse the whole house of cards.

I'd say commodities based on their recent appreciation, but it seems reasonable to buy them when currencies seem unstable.

I don't think we can call the Facebook, Groupon group a bubble yet. They are stupidly overvalued, but they haven't really infected mainstreet. And they aren't big enough (even on these valuations) to cause any sort of crisis.

I don't believe in Greentech either, but the government will support it. Both parties can justify spending money on it, so cutting spending is political suicide.

 

Higher education and social media tech (still zero value added if you ask me.)

One thing I find interesting is the increasing tendency of the consolidation of various industries. It seems like every tech and healthcare company and their moms are starting J&J style warfare.

Might be a good thing might not. Maybe a little off topic but it's going to be interesting to see how these inclinations affect the attitude of future entrepeneurs. Not really sure if the incentives of "simply producing an innovative product/service the person is confident of " and "creating a company to generate value and sell it off to a megacorp" are the same.

 
brownbanker:
Might be a good thing might not. Maybe a little off topic but it's going to be interesting to see how these inclinations affect the attitude of future entrepeneurs. Not really sure if the incentives of "simply producing an innovative product/service the person is confident of " and "creating a company to generate value and sell it off to a megacorp" are the same.
post this, it's interesting.....
Get busy living
 
Muzach:
Cupcakes

Good call, have you seen all of that cupcake related shit on food network now. Its only a matter of time before ratings bomb on that shit.

Follow the shit your fellow monkeys say @shitWSOsays Life is hard, it's even harder when you're stupid - John Wayne
 
heister:
Muzach:
Cupcakes

Good call, have you seen all of that cupcake related shit on food network now. Its only a matter of time before ratings bomb on that shit.

Will be put out of business with more more profitable TOAST craze.
Get busy living
 

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