I agree. But what you said, and a bubble popping, aren't mutually exclusive. The bubble is in the financial sector, what you're talking about is the manufacturing sector. If manufacturing gets slowed down as you mentioned, then I believe it will impact the financial sector deeply, because it's based on the manufacturing sector. Then once the financial system has negative momentum, it can create a runaway effect, and the current US stock market is extremely overpriced. This is what could trigger the financial bubble pop, the secondary financial sector effects of the manufacturing slowdown