CNBC host Jim Cramer said on Tuesday that cryptocurrency markets are "due for a push," but cautioned investors to reduce exposure, comparing the current environment to the dot-com bubble of 2000.Cramer Sees Short-Term Lift but Warns of Speculative ExcessIn a post on X, Cramer wrote, "Crypto due for a push today. We are in 2000 territory on specs." He likened current speculation to the early tech bubble, describing today's trading as "where the cockroaches are."Cramer referenced Jamie Dimon, CEO of JPMorgan ...

Key Points In 2025, the S&P 500 could potentially earn total returns of more than 20% for the third straight year. The last time this happened was in the late 1990s, right before the dot-com bubble burst. One popular stock market metric says investors could be "playing with fire," but there's a big caveat. 10 stocks we like better than S&P 500 Index › Despite being off to a relatively shaky start this year, the S&P 500 (SNPINDEX: ^GSPC) has been on fire since it surged out of its bear market in l ...

Paul Tudor Jones, co-chairman and chief investment officer of Tudor Investment Corp. - Bloomberg That’s Paul Tudor Jones, the billionaire investor and founder of Tudor Investment Corp., saying the setup in markets these days reminds him of late 1999. Back then, the dot-com bubble was nearing its most extreme. “All the ingredients are in place, and, certainly from a trading standpoint, you have to position yourself like it’s October 1999,” Jones said during an interview with CNBC. Most Read from MarketWa ...

市场整体观点 - 多个市场包括股票、大宗商品、房地产和数字资产正逼近历史高点，市场乐观情绪认为涨势将持续[1] - 当前市场风险主要源于财政政策，而非类似2008年的信贷危机，因为银行和标普500指数公司的资产负债表更为健康[1][2] 财政与货币政策影响 - 货币政策正在放松，表现为利率下降和货币供应增加[2] - 财政政策是风险资产的真正关键变量，核心在于税收和支出之间的二元选择[2] - 税收往往伴随着监管，而监管和关税都属于非正式的税收形式[3] - 以特朗普时期的关税战为例，政策宣布导致市场急剧下跌并重新定价，随后通过谈判进行重置[3] 科技行业与AI发展 - 当前科技和人工智能的涨势不同于互联网泡沫，其基础是真实的收入和现金流，而非仅凭用户关注度[4] - 科技行业支出巨大，并体现在能源和基础设施领域[4] 比特币与数字资产行业 - 在财政政策出现重大失衡时，黄金和比特币表现突出[3] - 比特币矿工在利用闲置和过剩电力方面成为先驱，例如利用火炬气和德克萨斯州未使用的风能及太阳能[4][5] - 比特币矿工是数据中心发展的关键先驱，这些中心是推动长期牛市和高性能计算所必需的[7]