A hub for independent voices and signals
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 …
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 …
– 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 …
Picture this: a quarter of your home’s value – gone by December. It sounds impossible, right? But across the U.S., we’re seeing the housing market shift in ways few could have predicted. The question is…how deep will it go? 2024 …
6 of 7 stock market bubble factors tell us that Nvidia stock NVDA is in a bubble. A bubble can last very long so you can’t predict anything but long-term returns might not be satisfactory.
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 …
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 …
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% …
Nvidia is worth 11.7% of the US GDP now. At the peak of the DotCom bubble, Cisco was worth 5.5% of the US GDP. byu/HighYieldLarry inFluentInFinance
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
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 …
“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 …
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 …
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 …
Additionally, consumer credit card debt was roughly $200 billion in 2000, and it now stands above $1 trillion: https://t.co/LxYv2QYpkr — Reef Insights (@ReefInsights) September 28, 2024
‼️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 …
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 …
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 …
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 …
Canada is run by inept idiots & a bubble economy with little backing it. — Don Johnson (@DonMiami3) September 7, 2024 Canada is run by inept idiots & a bubble economy with little backing it. — Don Johnson (@DonMiami3) September …
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 …
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% – …
More details https://t.co/Rvzz82pd6y — The Coastal Journal (@1CoastalJournal) July 1, 2024
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 …
How does it feel to be living on the edge of a bubble just before it bursts? Ever since the days of the Great Recession, our leaders have been going to extremes that we have never seen before as they …
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 …
“The growth rate in electric vehicles has slowed down,” said Döllner in an interview with the European magazine. While acknowledging the EV trend is still positive, he also talks about ‘flexibility’ in terms of what’s on sale as the calendar …
by Mike Shedlock Housing affordability continues to soar out of reach of most buyers. Not only are prices at a new record level, mortgage rates remain close to 7.0 percent. Image data from Case-Shiller and the BLS, chart by Mish …
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 …
