TIE Pokémon Booster Box Portfolio Report - May 2025 (this is insane)
Are we finally in bubble territory?
Welcome to a monthly series where I document the performance of my Pokémon booster box portfolio.
I started this series back in 2021 and re-introduced it late last year.
If you missed last month’s post, check it out here:
With the reintroduction of this series, I am now issuing buy/sell alerts for Pokémon booster boxes for paid subscribers, just like I do with LEGO.
If you want to subscribe and lock in the current price before it increases, I suggest you do so now:
People have been calling the Pokémon card market a “bubble” on and off for years now.
A bubble implies that prices increase due to speculation rather than actual demand or a lack of supply of the product itself.
Even though the recent price appreciation during the first half of May has been insane, I’m still not ready to call it a bubble.
The truth is that the Pokémon company has not made enough product for the market for years now and the “lull” we experienced in 2022-2023 was the market incorrectly assuming too much supply existed.
They weren’t making enough product then and they aren’t making enough product now.
There isn’t enough product to go around even if you eliminate people like myself who buy sealed product with no intention of opening it.
This will eventually change.
No one knows when but the bullwhip will rebound the other direction.
Until then, we just have to watch and wait.
Last month I was talking about the economy and how that might effect the card market, but at this point I think that is irrelevant.
The only thing that matters is supply.
You’re not going to believe the increase in price on some of the positions in the Pokémon portfolio over the last month: