Burbuja de burbujas

Félix López – 18 de abril, 2015

Nuestro post sobre las burbujas en los mercados de deuda  incluía un breve listado de burbujas: puntocom, del ladrillo, petróleo, materias primas, fletes marítimos, deuda… a la que podemos añadir oro, burbuja Mayfair (burbuja del marmol, quizás), Freixenet (esta es de las buenas)… parece un buen inicio y escusa para iniciar una colección de burbujas: The Spanish Paradox Bubble Collection, o algo así.

Justin Fox, al que suelo leer regularmente, realiza una aportación asombrosa a nuestra ya incipiente colección de burbujas. Más que doblamos nuestro catálogo. Algunas son burbujas muy serias; lo de la burbuja de la higher education me ha dejado pensativo por razones obvias.

vía Fighting the Bubble in Bubbles – Bloomberg View.

Are we in a bubble now? Well, it depends which one you’re talking about. Here’s a far-from-exhaustive rundown of a few of the bubbles the world is said to confront or have recently confronted.

The shoe bubble: High-end women’s shoes are the fastest-growing category in fashion. In offering explanations for this phenomenon, New York Times fashion editor Vanessa Friedman recently called it a “bubble” a couple of times. But she made it sound like a semirational if not indefinitely sustainable phenomenon, and it’s definitely not the kind of thing where expectations of rising shoe prices are a major driver of shoe purchases. Your investment in Jimmy Choos is safe, or at least as safe as it ever was. Especially if you store them in a ShoeBubble.

The better burger bubble: “Do you think there’s a better burger bubble?” Fortune’s Beth Kowitt asked Shake Shack founder Danny Meyer last month. “Absolutely not,” he replied. So that’s settled. In his explanation, Meyer differentiated between hamburgers, which people have liked forever, and the recent popularity of cupcakes and frozen yogurt, which he intimated had been a little bubbly.

The cupcake bubble: Journalist Dan Gross, coincidentally the author of “Pop! Why Bubbles Are Great for the Economy,” declared the existence of a cupcake bubble in 2009. The evidence: all of a sudden there were lots of cupcake shops. Now there are fewer, and by 2013 and 2014 people were declaring that the bubble had burst. So cupcakes were suddenly very popular, and now they’re less popular. There’s a perfectly good word for such a phenomenon, and it’s not bubble. Cupcakes were a fad.

The higher education bubble: This one has its own Wikipedia entry, plus a book by Instapundit Glenn Reynolds, but I’ll go with famous investor Jim Rogers’ account…

Y más…

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