One should always be careful about speculative investors, because the market doesn't like to play nice. A big win can fuel a dozen minor losses, and timing is everything.
Plus, ultracrepidarianism hits hard, and knowledge about one aspect of the system does not specifically imply perfect knowledge of all aspects.
With that said, I do think this bubble is going to pop and pop hard. I just think that trying to nail down the exact timing is a mug's game: it could be tomorrow, or they could somehow keep it going for another year with federal bailouts, or any number of other means to keep looping the money around and milking the whales.