What If? An Equity Market Correction Like 2001 In a recent Economist article, Gita Gopinath considered the implications of a AI bust similar in magnitude to the 2001 dotcom bust for the global economy. I thought I would consider a more narrow question of a what happens to US household wealth. Consider household equity and mutual fund wealth as a component of net […]
https://econbrowser.com/archiv....es/2025/10/what-if-a