Jurrien Timmer(@TimmerFidelity):Perhaps unrelated (or not), we have now reached the climax of the 1998-2000 internet bubble analog. Price analogs tend to fail sooner or later, and I won’t be surprised if this one fails sooner (given the difference in valuations), but it has been a good roadmap.

Jurrien Timmer

@TimmerFidelity

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.

Joined December 2014

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Jurrien Timmer@TimmerFidelity

2026.10.15 00:01

Perhaps unrelated (or not), we have now reached the climax of the 1998-2000 internet bubble analog. Price analogs tend to fail sooner or later, and I won’t be surprised if this one fails sooner (given the difference in valuations), but it has been a good roadmap.