SOCGEN: Hedge funds are making historic bets that remind us of the dotcom bubble right before it burst

Hedge-fund speculation across equities, bonds, and commodities bears resemblance to the final stages of the dotcom bubble, according to Societe Generale strategists. 
They highlighted several markets in which hedge funds are making huge bets in one direction. The sheer size and prominence of hedge funds make their activity hard to ignore. 
After Societe Generale's latest dive into speculative bets, the conclusion was that funds have become too exuberant. In fact, the extent o