💬 [E5818] Robert Shiller's 'Irrational Exuberance' is catalogued as a bearish research reference covering demographics, positioning, fiscal & monetary policy, liquidity, society, and market structure/plumbing. The book (7 parts) provides the foundational academic framework for identifying speculative bubbles and overvaluation in equity markets, supporting bearish positioning theses during periods of elevated sentiment.

💬 [E5820] Shiller's work is catalogued under liquidity and fiscal & monetary themes with a bearish view direction, providing theoretical grounding for how liquidity-driven feedback loops and monetary policy transmission can inflate asset prices beyond fundamentals. The framework is relevant to analyzing current global liquidity cycle dynamics and Fed response patterns.

🟢 [E5819] Shiller's 'Irrational Exuberance' is tagged with themes of demographics, fiscal & monetary policy, liquidity, positioning, society, and market structure — all core inputs to structural cycle and regime change analysis. The book's bearish orientation supports the thesis that speculative manias driven by cultural and structural feedback loops are recurring features of market cycles, offering a framework for identifying regime shifts.

🟢 [E6035] Shiller's 'Irrational Exuberance' is tagged with themes of fiscal & monetary policy, liquidity, demographics, and society — all structural cycle inputs. The work provides a regime-change framework arguing that speculative manias are driven by feedback loops in narrative, policy, and market structure rather than fundamentals, serving as a foundational reference for identifying structural cycle shifts.