The Bubble is Back!

• •He's really sounding the alarm on market valuations, pointing to the Shiller CAPE hitting 40.
• •That's a number that definitely makes you pause and think, especially for those of us who remember the dot-com era.
• •What I found interesting alongside the bubble talk was his mention of a copper junior with a massive 5 km Chilean anomaly.

Hey everyone, just read this article by Michael Ballanger titled "The Bubble is Back!" over on Streetwise Reports: https://www.streetwisereports.com/article/2026/05/04/the-bubble-is-back.html. He's really sounding the alarm on market valuations, pointing to the Shiller CAPE hitting 40. That's a number that definitely makes you pause and think, especially for those of us who remember the dot-com era. I've been investing long enough to have seen a few cycles, and while I wouldn't say I'm panicked, it certainly reinforces my current strategy of being more selective and keeping a decent cash position. My retirement portfolio, for instance, has been shifting slightly more towards value and dividend plays lately, trying to hedge against any major corrections.

What I found interesting alongside the bubble talk was his mention of a copper junior with a massive 5 km Chilean anomaly. This is the kind of detail that always catches my eye – the potential for massive resource plays. On one hand, you have the macro warning of an overvalued market, and then on the other, these specific, almost contrarian opportunities in commodities. It’s a good reminder that even in a potentially frothy market, specific sectors or individual companies can still present compelling scenarios if you do your due diligence. For someone like me, who's always looking for growth alongside stability, it's a bit of a mixed signal – caution on the broad market, but keep an eye out for those unique stories.

I'm curious to hear what you all think. Are you feeling this "bubble" pressure that Ballanger is talking about? And has anyone else been looking into copper plays or other commodities as an alternative given the current market climate? Always good to get different perspectives from this seasoned group!