Take a look at this chart.  The stock market's P/E ratio just hit a level we haven't seen since March 2000 — right before the dot-com crash erased trillions in wealth. This is unsustainable and it’s going to end very, very badly. Even if you don't own a single AI stock directly, your mutual funds and ETFs are likely loaded with them. When the selling starts, everything falls together. In 2000, the “can’t miss" tech stocks — the equivalent of today’s Nvidia, Alphabet, and Meta — fell 50-80%. Then they underperformed the market for the next 15 years. Can you wait 15 years just to break even? I've put together a brief video explaining what’s going on and — more importantly — what I think investors should do about it. What you shouldn’t do is sell everything and hide in cash. Instead, you should own companies positioned to thrive today AND when the AI Bubble deflates. Watch the full briefing here, before it’s too late.  Eric Fry Senior Macro-Investment Analyst, InvestorPlace P.S. The companies I discuss aren't defensive plays hoping to preserve capital. I call them “AI Survivors” because they’re growth businesses generating real revenues and profits at a time when AI offers only hype. This video explains why. |
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