アメリカはかつてないほど過大評価されている。経済規模では世界の27%しか占めていないが株式では6割以上も占めている。AIの強さは確かに存在するがバブルの一つの定義は「良いアイデアが行き過ぎた状態」のこと。アメリカ特別主義に対する市場の礼賛は明らかに行き過ぎている https://t.co/WPomzrwSVE
America is one big bubble https://t.co/vvDeXsyq6l | opinion
C’est le marché américain entier, et non l’IA qui est “la mère de toutes le bulles" https://t.co/9vL4Tt2CpD
Market experts and analysts are raising concerns about an overhyped U.S. market, describing it as the 'mother of all bubbles.' This sentiment stems from the disproportionate valuation of U.S. stocks compared to the country's economic size, with the U.S. accounting for 27% of global GDP but over 60% of global stock market capitalization. The term 'American exceptionalism' is being used to describe the market's current state, where the awe of U.S. market prowess has potentially gone too far. While sectors like technology and AI are often cited in bubble discussions, experts argue that the entire U.S. market is the real bubble, not just specific sectors.