Daily Archives: December 3, 2025

Macro Briefing: 3 December 2025

Non-traditional metrics may provide a better way of anticipating a burstring market bubble, reports The Economist: “Surges in Googling do a much better job than valuations at forecasting an imminent fall, as the chart’s third column shows. In each case the price of the stock, basket, fund or cryptocurrency dropped considerably over the 12 months following the peak in internet searches. Moreover, for the ARKK fund, bitcoin, GameStop and SPACs, prices spiked at almost exactly the same time as Googling did.”

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