Equity stress, AI bubble fears, and Taiwan short-selling curbs
Taiwan is restricting short selling after its worst week since 2001, while bubble worries mix with data showing tech trading at a discount to the S&P 500.
What we know
@Polymarket reported the Taiwan curbs. An account on X compared Nov 5 to prior bubble tops, and another account on X RT'd August 2024 analogies. Another account on X notes AI IG debt issuance has resumed. Another account on X says tech trades at 17x forward earnings versus 18x for the S&P 500. Another account on X flags a big print ahead.
Sources
@Polymarket
“Taiwan to impose sweeping short-selling restrictions starting Monday”
View post →By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.