dominant Archives - Citizen Watch Report

Low rates push SPY valuation to 25× forward earnings, NVDA trades at 45× earnings, far above historical norms. The three longest and dominant US CAPEX cycles suggest a CAPEX downturn until early 2036.

December 24, 2025 10:09 am

When CAPEX history meets nosebleed valuations, the only direction for risk is down. “What lower short term rates have done is keep stock prices elevated & valuations stretched. That distortion shows up clearly in the data. The $SPY currently trades near ~25× forward earnings, well above its long-term median closer to ~16×” FULL ANALYSIS BELOW! …

All the Dominant Models Are Collapsing

December 20, 2025 8:28 pm

Authored by Charles Hugh-Smith via oftwominds, Every nation is operating on models that are collapsing without those at the controls being aware that the implicit assumptions of their models no longer map reality. A recent article lays out the collapse of the dominant geopolitical model of “rising powers generate conflict”: The Stagnant Order And the End …

This Is How China Is Rapidly Becoming The World’s Most Dominant Economic Superpower

December 8, 2025 9:10 pmDecember 8, 2025 7:01 pm

by Michael I don’t want China to be the world’s most dominant economic superpower. I am an American, and so I want the United States to be the world’s most dominant economic superpower. Unfortunately, the facts that I am about to share with you in this article cannot be denied. We consume far more than we …

REPORT: State Department Holds “Cry Session” Following Trump’s Dominant Election Victory

November 11, 2024 10:10 pm

‘Managing Stress During Change’: Biden-Harris State Department Holds Therapy Session After Trump Win The Biden-Harris State Department organized an in-house therapy session for employees early Friday following Donald Trump’s election victory, four sources with knowledge of the meeting told the Washington Free Beacon. “Managing stress during change,” read an internal State Department email sent across the …

Treasury Secretary Janet Yellen says to expect a gradual decline in the dollar’s share of global reserves, but greenback remains dominant (“Gradual decline” is a whopper right up there with “inflation is transitory”)

June 14, 2023 8:20 am

via businessinsider: The US should expect the dollar’s share of global reserves to slowly decline, but no alternatives exist that could completely displace the greenback, Treasury Secretary Janet Yellen said on Tuesday. Her comments came during a Housing Financial Services Committee in response questions about the risk of de-dollarization. Asked by Rep. Warren Davidson, R-Ohio, …