Tell me again, that you cannot see the Bubble!
Good one @i3_invest 👏👏 I will use it 🙋♂️ https://t.co/PHGSOk29sE
— Henrik Zeberg (@HenrikZeberg) August 7, 2025
The knot at point D always looks convincing and traps the bulls, only to be followed by a sharp drawdown—leaving call holders with no escape.$SPY can potentially rise as high as 636 from here, and then… the real move begins. https://t.co/Nwu9L1WTwt
— optionGeek (@StockShark16) August 7, 2025
The S&P 500 remains significantly #overvalued according to several long-term #valuation metrics. Historically, such elevated valuations have often preceded periods of below-average long-term #equity returns.
However, in the short-term valuations are a measure of #sentiment which… pic.twitter.com/2JXX9Lyk9l— Lance Roberts (@LanceRoberts) August 7, 2025
Tech Stocks are outperforming the S&P 500 by the largest margin since the peak of the Dot Com Bubble 🚨🚨 pic.twitter.com/zaHh8RNHL5
— Barchart (@Barchart) August 7, 2025
The "K-shape" economy is back.
To me, this is one of the most important charts to understand the 2025 economy…The wealthy are still spending (though there has been some moderation).
Meanwhile the bottom 80% are tapped out. Their spending is basically in line w/inflation.… pic.twitter.com/ZsyP0TBsIl— Heather Long (@byHeatherLong) August 6, 2025
Bubble trouble. pic.twitter.com/cDRgPpICsJ
— The Great Martis (@great_martis) August 7, 2025
Fund Managers are the most bearish on the U.S. Dollar in 20 years 🚨🐻📉 pic.twitter.com/wemIyJ6i8G
— Barchart (@Barchart) August 6, 2025
Nasdaq 100 correlation with defensive sectors.
Last time the ratio between both was this high and correlation this low.
It was.. pic.twitter.com/EC4UaHLJXM
— Guilherme Tavares (@i3_invest) August 6, 2025
Buy-and-hold used to mean patience. Now it means pain. The math doesn’t lie—if you bought Microsoft in 1999, it took 21 years to catch up to the S&P. “Actually, it took 21 years to get to catch up to the S&P… 14 to get to break even.” https://acquirersmultiple.com/2025/01/buy-and-hold-forever-the-truth-about-long-term-investing-strategies/
Most microcaps don’t last. “They’re almost all cyclical… even the winners have four to eight quarters of success, and then they stub their toe.” https://acquirersmultiple.com/2025/01/buy-and-hold-forever-the-truth-about-long-term-investing-strategies/