An Independent Fiduciary, Advisor & Asset Manager  

E-Commerce Bubble Compared to Other Bubbles: Chart

The e-commerce bubble will likely continue to grow. However, it will reach a point in which it is unable to sustain the current growth rate of earnings and capital inflows, resulting in a significant short-term drawdown followed by sideways growth until e-commerce stock prices fully are reset.

Source: Doubleline; Bloomberg, Are We Headed for a Passive Index Meltdown? by Frank Holmes, U.S. Global Investors

Bryan Bourgeois

Chief Investment Office & Principal of Shorebreak Capital.

Subscribe to Our Perspectives