Source Post

Is the 2026 Stock Market Bubble Ready to Burst?

Jul 1, 2026

The creator discusses the probability of a market bubble and crash, referencing warnings from legendary investor Jeremy Grantham. The creator analyzes Grantham's portfolio and recent buys, contrasting them with his bearish market calls, and reviews Grantham's past crash predictions.

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Tickers discussed in this post

SNPSNeutralLow ConvictionResearch Only

Synopsys is mentioned as a stock Jeremy Grantham has been buying, which the creator finds contradictory to his market crash predictions.

NFLXNeutralLow ConvictionResearch Only

Jeremy Grantham recently bought Netflix, a move the creator highlights as inconsistent with his bearish market outlook.

MANeutralLow ConvictionResearch Only

Mastercard was recently bought by Jeremy Grantham, which the creator finds contradictory to his bearish market predictions.

METANeutralLow ConvictionResearch Only

Meta is listed as a top holding of Jeremy Grantham, contrasting with his public warnings about a market crash.

AAPLNeutralLow ConvictionResearch Only

Apple is identified as a top holding for Jeremy Grantham, despite his predictions of a market crash.

JNJNeutralLow ConvictionResearch Only

J&J is noted as a top holding of Jeremy Grantham, which seems at odds with his market crash warnings.

GOOGNeutralLow ConvictionResearch Only

Google is listed as one of Jeremy Grantham's top holdings, despite his bearish market outlook.

MSFTNeutralLow ConvictionResearch Only

Microsoft is mentioned as one of Jeremy Grantham's top holdings, despite his bearish market calls.

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