The argument against modulars (too many people stocking up on them) is basically an argument against lego investing generally. It may be true, or become true at some point, but it is an argument against buying any lego for investment purposes, not just the modulars. I could also make the same argument against, for example, stocks (very, very pricey by historical standards using real, i.e. GAAP earnings, especially if cyclically adjusted), bonds (near record-low yields), or real estate (check out those home prices, once again way exceeding historical norms relative to median income). When central banks are flooding the world with currencies of all kinds, "cheap" investments are hard to find. Sadly, Lego does realize that, as evidenced by the new, 30% more expensive SSD, 50% more expensive B-Wing, and so on. The question becomes, just what do you buy for investment purposes in this sort of environment? Holding cash only guarantees a slow bleed to inflation.