bubble

History repeats: From subprime mortgages to dot-coms, now an everything bubble. A WallStreetBets trader with $1M+ in losses seeks a partner with $1M+ in gains to offset and share savings.

Commercial real estate bubble is popping as we speak. — YW770 (@yosefwolf770) December 11, 2024 1. Stocks: all-time highs2. Home Prices: all-time highs3. Bitcoin: all-time highs4. National Debt: all-time highs5. Core CPI Inflation: >3% for 42 straight months, longest run of high inflation since early 1990s6. Fed: cutting rates again next weekhttps://t.co/R87GogKWA4 pic.twitter.com/iAFkBqmsid — Charlie …

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MSTR is a bubble about to burst

by TautauCat MicroStrategy holds 331,200 bitcoins which is about 30 billion dollars, but worth 90 billion dollars. Where are the additional 60 billion dollars are coming from? Is it the software business ? no way, it’s worth less than 1 billion. Even if bitcoin value will go to 150,000, or 200,000, current price is just …

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Now vs the Dotcom Bubble peak

– S&P 500’s price/sales now = dotcom ATH of 3.7x – $NVDA market cap close to India’s 2023 GDP – $BRK cash % of assets 65% now vs 52% in Q1 2000 – $TSLA was 2.6% of Top 15 carmakers 2023 unit sales – $TSLA market cap now 34% > Top 15 combined Pls don't …

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Real estate bubble or insanity?

The problem I’m seeing is all of the “ok” homes are getting these insane prices. Meanwhile the undesirable homes sit on the market. Anytime I see a reasonably priced home it’s sold in a day or it’s a “so what’s wrong with this one” type of home. h/t da-la-pasha

Today’s Housing Bubble Could Sink Your Retirement

You may be surprised to learn that housing is now “the civil rights issue of our time” according to some activists. The problem with activists like this is how they want the problem solved. They want more government involvement and control – which could wreck more than just the housing market… From Peter Reagan, at Birch …

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Housing Bubble Coming

by Belzer_fundamentals So I work as a housing counselor, trying to help first time home buyers purchase homes. This last year I’ve been seeing ridiculously high mortgage payments clients getting approved for. Well above the standard 30% Housing Ratio, 44% DTIv ratios conventional mortgages demand. Speaking with a lender today, turns out Freddie/Fannie have really …

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The car market bubble is popping

Auto loan 90+ day delinquency rates have reached 2.88%, the highest level since Q2 2010. This marks a significant rise, with the percentage nearly doubling over the past 2.5 years. h/t HighYieldLarry

Things CEOs say before the bubble breaks

Jensen’s claim of hiring 100M AI assistants contradicts B2B model… ASML from another angle, really not looking good Things CEOs say before the bubble breaks. — Financelot (@FinanceLancelot) October 15, 2024 ASML from another angle, really not looking good… https://t.co/zKN7qzcsV2 pic.twitter.com/1BCEr1zzk3 — Longview Economics (@Lvieweconomics) October 15, 2024 ASML is indeed a key player in …

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It is human nature to always run it up to a bubble.

“The biggest issue I have with AI is that it’s not yet profitable for most companies. Still a few years away!” The biggest issue I have with AI is that it's not yet profitable for most companies. Still a few years away! — Ayden Miller (@AydenMMiller) October 14, 2024 The global PC industry hit a …

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The global economy’s debt bubble worsens as the Euro area contracts in September.

G7 countries debt-to-GDP ratios in 2024: United States: 123% United Kingdom: 104% Italy: 139% France: 112% Japan: 255% Germany: 64% Canada: 105% ⚠️GLOBAL ECONOMY IS DRIVEN BY A MASSIVE DEBT BUBBLE⚠️ G7 countries debt-to-GDP ratios in 2024: United States: 123%United Kingdom: 104%Italy: 139%France: 112%Japan: 255%Germany: 64%Canada: 105% What is the long-term solution here? pic.twitter.com/sgA2qMfR4A — …

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Oil vs the S&P 500 is giving us a huge hint what’s coming. One is saying economic collapse the other is saying bubble.

https://twitter.com/FinanceLancelot/status/1840225967119163470 What bubble? 🤪 https://t.co/l0HskWxSxO pic.twitter.com/1E1pC5duus — Financelot (@FinanceLancelot) September 29, 2024 https://twitter.com/FinanceLancelot/status/1840227222990287217 The Dow Jones Transportation countdown continues as the range gets tighter.$DJT https://t.co/LWPKuMyaU2 pic.twitter.com/AYLiOl70Nm — Financelot (@FinanceLancelot) September 29, 2024 The BOJ is already at work to squeeze #Japan #stocks back up 🫶🏻🤭 The circus 🎪 show begins in 30min, let’s get comfortable …

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S&P 500’s current P/E ratios mimic levels during the Dot-Com Bubble; caution advised!

‼️S&P 500 IS AS EXPENSIVE AS DURING THE DOT-COM BUBBLE‼️ 90% of the market sectors have their P/E ratios in the top 25% historically. This is in line with levels seen during the Dot-Com Bubble and before the 2022 bear market. Long-term expected returns are not promising now. pic.twitter.com/8ECIeiuVR4 — Global Markets Investor (@GlobalMktObserv) September …

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THE EV BUBBLE CONTINUES TO DEFLATE: Unsold Electric Cars Stacking Up Like All-You-Can-Eat Pancakes.

The operator of one of the world’s busiest seaports changed its entire landscape to handle its “precious cargo” of imported electric vehicles from China, including “constructing a dozen wind turbines on the quayside; on-site battery recharging options; quality control and a ruthless hunt for the slightest defect to deliver ready-to-use cars to customers.” Only to …

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Florida will be the first bubble to pop: The amount of housing sale inventory YoY is up over 100% in almost every major city.

How do we see this type of inventory increases in one year without major price reductions imminent. We need a correction but this one might be extreme. You can’t double inventory, with low demand, and things not correct significantly. Thoughts on what yall are thinking?     Florida is also seeing a lot of private …

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We are hair’s breadth away from a GenAI bubble collapse – and at last everybody knows it.

We are hair’s breadth away from a GenAI bubble collapse – and at last everybody knows it. Brutal, correct observation today @BusinessInsider by @_hasanc: “Jensen Huang faces a monumental task as he takes center stage at a Goldman Sachs event on Wednesday: getting AI investors… pic.twitter.com/MmJUjwLkGH — Gary Marcus (@GaryMarcus) September 11, 2024 $NVDA 72 …

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Is the “Everything Bubble” About to Pop?

Authored by Charles Hugh-Smith via oftwominds, Among the big winners of the Everything Bubble is–yes, I know you’re shocked–Wall Street. Is the “Everything Bubble” about to pop? Let’s start with what we’re told: there is no bubble, all the assets soaring to unprecedented heights are reasonably priced at a “permanently high plateau” because of AI, …

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We are now in a toothpaste bubble. Buffett keeps dumping shares. Meanwhile retail: Yeehaw

The AI bubble is over. We are now in a toothpaste bubble. pic.twitter.com/SsAjpcLG7n — Mac10 (@SuburbanDrone) August 28, 2024 https://twitter.com/NorthmanTrader/status/1828769750165668126 Oh my … https://t.co/eHOpXdYhCC — The Great Martis (@great_martis) August 28, 2024 While the average asset manager is 2.5% – 5% MAX – Just a fyi https://t.co/sUAf6vSgrg — JustDario 🏊‍♂️ (@DarioCpx) August 28, 2024 🚨WARNING🚨 …

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0DTE Bubble

More details https://t.co/Rvzz82pd6y — The Coastal Journal (@1CoastalJournal) July 1, 2024

The Housing Market Is a Bubble Full of Fraud, and It’s Going To Pop

The U.S. is in a massive housing bubble. Prices are artificially high due primarily to the downstream effects of financialization. Localized supply and demand dynamics — which today are also downstream of financialization — are a mess. Decades of housing subsidies, down payment assistance, artificially low interest rates, money printing and endless bank support have …

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Secular Tech recession looms: Cloud bubble bursts, mega cap Tech faces overvaluation and poor earnings performance.

I now predict something that is not priced into ANY Wall Street earnings model: A secular Tech recession. I base this on the fact that the Cloud outsourcing bubble that began during the pandemic is now four years old and encompasses the last manic AI melt-up phase. Which will… pic.twitter.com/8Bbv8hmzj9 — Mac10 (@SuburbanDrone) August 13, …

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The biggest global asset bubble in human history is imploding and bulls think they can hide in the Russell 2000?

The biggest global asset bubble in human history is imploding and bulls think they can hide in the Russell 2000? Nvidia has the same market cap as the entire R2K. pic.twitter.com/VGQW1lYDHG — Mac10 (@SuburbanDrone) July 30, 2024 “cash on the sidelines” is the most notorious fallacy in the financial media. It just won’t die. The …

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