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The Railway Mania Timeline

William Battersby

Created on March 18, 2026

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Transcript

The Railway Mania Timeline

1836-1837

1835

Sep 1830

Sep 1825

Aug 1844

May 1837

Jul 1844

1840

Oct 1845

Aug 1845

Jul 1845

Sep 1844

Aug 1850

Apr 1850

May 1846

Nov 1845

AUGUST 1845

Market Peaks

The revitalised enthuasiasm amongst investors that followed Gladstone's interventions reaches its peak. Railway shares with a nominal value of £100 are being sold at upwards of £243 as investors look to benefit from what they see as long-lasting and reliable dividends.

august 1844

Railway Board is Created

Gladstone creates the board to accompany the recent Railway Regulations Act. The board is established to oversee the development of local tracks in order to facilitate the construction of an efficient national rail network. This serves as another indicator to investors that the government is investing in the long-term future of rail travel.

July 1845

Railway Board is Disbanded

One of the board's main objectives was to prevent unnecessary duplicate tracks from being created. However, MPs have a greater incentive to promote local interests rather than national ones. This meant that over a third of the board's recommendations were ignored and it is disbanded less than a year after being created.

May 1837

The First Bubble Bursts

Railway share prices fall by 45% after rising by 65% over the course of the previous 2 years. Economic historians have identified this event as acting as a precursor the subsequent and more damaging 'Great Railway Mania'.

september 1844

Record Low Interest Rates

The Bank of England sets the Bank Rate at 2.5%, the lowest ever set in its 150 year existence. Traditionally safe investments are now less profitable, and risky investments are easier to finance.

September 1825

First Steam-Powered Railway

The Stockton and Darlington Railway opens and becomes the world's first railway to use steam locomotives. Primarily used to transport coal, it signals the beginning of the UK integrating this revolutionary technology in its economy.

October 1845

Bubble Begins to Burst

The disbanding of the Railway Board combined with the rapid construction craze means that instead of an organised national rail network, multiple companies are competing wastefully against each other. This reaches a tipping point as not all of the authorised construction could ever be profitable.

August 1850

Abandonment Act Passes

The Abandonment of Railways Act is introduced to allow companies to fully or partly abandon licensed projects of railway track construction. The inefficiencies this caused is one of the biggest legacies of the Railway Mania. Of the 8590 miles of track authorised by Parliament during the bubble, 3560 miles were abandoned.

September 1830

First Passenger Railway

The Liverpool and Manchester Railway becomes the world's first inter-city railway network powered by steam engine. This new technology was beginning to be fully integrated into the lives of the British public.

April 1850

Market Bottoms

After a brief respite in 1846, the railway market finally reaches its bottom. From its peak in August 1845 to April 1850, the market for railway shares fell in value by 66%.

1836-1837

Parliament Increases Support

During this 2 year period, Parliament authorises the construction of 59 new railways totalling over 1500 miles of new track. Politicians are starting to get behind this 'new era' narrative.

1835

10% Annual Dividends

After starting with a stock that paid 2% dividend, the Liverpool and Manchester Railway stock is the first to reach the legal maximum of a 10% annual dividend. Investors start to reap the rewards of their gamble.

may 1846

Dissolution Act Passes

The Railway Companies Dissolution Act allows for firms that have been set up during the Mania (but not yet been granted authorisation to build tracks by Parliament) to be more easily dissolved. The government wants to prevent more railway companies from being tied up in unprofitable business ventures.

July 1844

Railways Act Passes

William Gladstone passes his Railway Regulations Act, which serves to set the standard for quality and quanity of travel. Importantly, it also gives the state the power to nationalise any railway line that generates an annual dividend of 10%. This signals to investors that the government believes in the future of the Railway market.

November 1845

Bank Rate Rises

The Bank of England increases the bank rate to 3.5%, up from 2.5% the previous month. The Bank essentially wants to burst the bubble now, before it can become any worse.

1840

Excitement Cools

Investors and politicians are still skeptical of the viability of the Railway market after the crash of 1837. For the first time since construction began, railway development reverses as more tracks are being abandoned than being built.

March 2000

NASDAQ Peaks

The tech heavy NASDAQ Composite Index closes at a record value of 5050. The index has increased by over 200% in the past 18 months. The faith of investors in the profitability of this new tech is at its all time high.

1999

Tech IPOs are in Vogue

The number of new technology Initial Public Offerings being issued reaches its peak at 371 across the year, valued at a total of $450 billion. In 2001, the total value of new tech IPOs issued will fall to $27 billion.

2000

The Rise of ECN Trading

During this period, ironically, the rise of the internet makes speculative stock market investments much easier. By 2000, 30% of stocks are being traded via Electronic Communications Networks compared to just 3% in 1993.

august 1995

Shares in Netscape go Public

Despite performing poorly against traditional metrics, Netscape's shares are in great demand. The first day of trading saw them start at $28 a share and close at $58.

December 1999

CAPE Reaches a Record High

Shiller's Price-Earnings ratio, used to assess the likelihood of future returns on assets, peaks at a value of 45. The Index has never reached this high before (or since), indicating unsustainable investment practices.

May 1989

World Wide Web is Created

Whilst working at the European Organization for Nuclear Research (CERN), Tim Berners-Lee looks to increase productivity by designing a decentralised system to upload and access documents. This technology would have unimaginably large network effects: the more people that used it, the more efficient it became.

April 2000

Bubble Begins to Burst

The sudden and rapid collapse of the tech market surprises everyone, including skeptics. In one week in April, the NASDAQ falls by 25%, a record for any single week of trading.

2002

The Internet is Here to Stay

Despite the incredible losses suffered by investors, the bubble has fundamentally reshaped society. By the end of 1993, the likes of Mosaic had meant that 14 million people were using the internet. By the end of the bubble in 2002, 663 million people are using the internet. The world will never be the same.

january 1991

World Wide Web is Public

For the first time, people outside of CERN can access this new system. However, the system is incredibily complex to navigate so early adoption remains limited.

October 2002

Market Bottoms

In the previous 30 months, the S&P 500 has lost 48% of its value and the NASDAQ has fallen by 77%. The NASDAQ will not fully recover for another 13 years. Hundreds of companies have failed and an estimated $5 trillion in market value has been lost.

June 1995

Netscape's IPO

Netscape makes the incredibly rare decision to have an Initial Public Offering before the firm has turned a profit. In combination with a desire to raise capital, the founders see this as an opportunity to market their creation.

April 1994

Mosaic is Founded

Mosaic Communications Corporation (later renamed to Netscape) is founded and serves as a web browser that makes the web more accessible to the general public. Netscape would later become the archetype of the tech start up that would define the Dot-Com bubble.

december 2001

Enrol Files for Bankruptcy

Whilst Enron was not a tech firm, the 'creative accounting' employed by the energy giant is symptomatic of the practices of American business as a whole during this period. Misinformation with regards to profitability and valuations has been rife and has impacted the decisions made by investors.

November 1998

Fed Cuts Intersts Rates

The Federal Reserve System reduces the interest rate for a 3rd time in 3 months in response to the Russian financial crisis and in order to bail out a large and important domestic hedge fund. The cut in the funds rate from 5.5% to 4.75% will later be argued as being excessive and will help to fuel the Dot-Com bubble.

July 2000

A Second Peak

Between May and July, internet stocks have risen by 42%, and the NASDAQ appears to be recovering. However, any optimism will be short-lived as from here on in, the bubble will only continue to deflate.

December 1995

Netscape Continues to Excel

Shares in Netscape now trade at $170, giving the firm a total market cap of $6.5 billion. The early success of Netscape will provide the template for tech start-ups and investors during the bubble: early IPOs are the way forward, regardless of the performance against traditional benchmarks.