The Everything Bubble

The Everything Bubble 

I'm still getting the new computer system dialed in, after last week's new build: 

It had been nearly 10 years since my previous upgrade, but thanks to the chip shortage I was encouraged to put it off for an extra couple years, and now I'm getting a tremendous bang for my buck. I was able to build a new system that is practically twice as powerful/fast, for half the cost - around $500. Not a bad price for a powerful new gaming computer! 

If you are in need of a new computer, I suggest you shop now, and you won't even have to build it yourself. 

To give you some idea of the deals that can be had in this market environment: 

    

 

Dell Optiplex 9020 Desktop Bundle with Intel Core i5-4570, 16GB DDR3, 500GB SSD, Keyboard and Mouse, 2 24in Monitors, WiFi, Windows 10 Pro (Renewed) 

$230.00

$230.00

Back to my system:  

I finally got my 4th monitor back up and running yesterday, after I found I was short 1 display port ---> to HDMI cable, as per the layout on the new video card.   

PowerColor Fighter AMD Radeon RX 6600 Graphics Card

I'm still working with 1080p monitors so that was all the power I needed to play the latest games, some of which actually came out several years ago. I've been playing Red Dead Redemption 2, which I can tell you is all encompassing, and the atmospherics are absolutely stunning!     

I also needed to pick up a new keyboard, since the old ps2 plugs are pretty much obsolete, and I'm still getting the feel for that this morning. For some unknown reason I keep starting new sentences in italics, which is annoying, to say the least!   

The Everything Bubble 

It's not just the price of computer components crashing, it's smart TV's  for as low as $89.99! 

Of course 4k ready models can still be quite expensive, but there are deals to be had, even at the high end of the spectrum! 

For example 

LG 55-Inch Class UQ7570 Series 4K Smart TV, AI-Powered 4K, Cloud Gaming (55UQ7570PUJ, 2022), Black $346.99

.

The Real Everything Bubble 

The Real Everything Bubble can be found in well, everything. 

Just look at the price of Bitcoin, Gold, and Housing, as massive liquidity continues to chase anything of (perceived) value. Look at the - so called - "AI boom", and tell me that's not about to go bust. 

 I can't say if that bubble will bust in 2024, or 2 more years from now, but the headlines tell me that we're already there! 

Nvidia and 2 Smaller AI Stocks That Look Undervalued. They Could Be Big Winners. barrons.com

Nvidia Insiders Unload Shares After 220% AI Rally yahoo.com/Bloomberg.com

  

Be careful here, and watch the 20 day moving averages

I think there's a good chance we see a market crash over the holidays, which would probably set up for a nice little Santa rally
Watching the $DAX struggle pic.twitter.com/ZPtKNVvZrC

— Veteran Market Timer (@3Xtraders) December 5, 2023

Take Care, 

AA

  

  

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