An excellent article that has something new to say about the well-mined aspects of financial bubbles. Mr. Sharma's these is that since bubbles cause prices of one segment of the market to rise against others when bubbles pop the fleeing funds end up in the market segments that have been ignored or undervalued. This article points to an interesting strategy for the ongoing sell-off in the technology sector in the U.S.
https://www.nytimes.com/2018/12/29/opinion/tech-bubble-bursting-stock-market.html?action=click&module=Opinion&pgtype=Homepage
