Yes friends I'm on the bubble-beat. You can see bubbles anywhere you look.
Wool, farmland (mind the mess) stories about bubbles, there are bubbles everywhere.
Here's DealBook:
Banks pouring money into technology funds, wealthy clients and institutions clamoring to get pieces of start-ups, expectations of stock market debuts building — as Wall Street’s machinery kicks into second gear, some investors with memories of the Internet bust a decade earlier are wondering whether this sudden burst of activity spells danger for the industry once again....MUCH MORE
And Mr. Kedrosky has a nice chart on the horrible crowding in The Valley:
San Francisco Jobs Approach Dot Com Peak -- in Less Space