Good to hear from you. Bubble? We have no bubble! We have reasonable valuations for conventional "producing" companies. After many decades of being inexorably tied to the health of the American economy, the world economy now has emerging drivers in the form of China, India and a potentially resurgent Japan to soften impacts from anything that happens in America.
Agreed, lets not use words like paradigm to describe things/events/occurences real or otherwise that may have irrevocably changed the way shares should be valued lol.