As a former fund manager, I think this is a well written essay by a well respected guy. He gives a lot of pointers to evidence as to why it's a bubble. He tells

As a former fund manager, I think this is a well written essay by a well respected guy. He gives a lot of pointers to evidence as to why it's a bubble. He tells us why it's hard to time, but remarkably he gives a relatively tight timeframe (weeks to months) as well as a trigger: widespread vaccination. Of course it's just a summary of conventional thought about bubbles, but it's a good summary.