Bearish for the S&P 500
Dot-Com Concentration Repeat Risk
Quiet
Little coverage in S&P 500 in the 7 days to 21 October.
Judged on the 7-day share of S&P 500 coverage to 21 October
Updated 21 October 2026
The bearish argument: Current market volatility and concentration resembles the dot-com era, raising questions about whether larger drawdowns could occur without a floor
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The argument and its evidence
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Moneycontrol · Published 24 Jun 2026
Tech stocks lead bounce after $1.3 trillion rout on Nasdaq 100
In coverage record: 25 Jun 2026
“Goldman Sachs Group Inc. partner Bobby Molavi said the current market was beginning to feel similar to the final months of the dot-com era, when investors got used to taking sudden 5% moves in stride. This raises the question of 'what happens if 10% breaks, and whether there is no floor in sight after that,' he said.”
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