norms,

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.

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! …

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Hardship 401k withdrawals running 15-20% above norms. 44% of Americans now believe they will be WORSE OFF financially in a year.

Yields are more likely to crash in the coming months, not the opposite. pic.twitter.com/QNo5b0NzIb — Guilherme Tavares (@i3_invest) April 25, 2025 Hardship 401k withdrawals running 15-20% above norms pic.twitter.com/C4VOxqXuNB — Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) April 25, 2025 This is stunning: 44% of Americans now believe they will be WORSE OFF financially in …

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Nasdaq 100 hits records, yet many stocks plunge to lows, breaking historical norms…. Imagine if all of these Nvidia calls now expire worthless.

The Nasdaq 100 continues to notch record high after record high. Many of its stocks are not only lagging, but they're falling to monthly, quarterly, or even yearly lows and below their 10-, 50-, and 200-day moving averages. This is not normal. In fact, it's never happened before… pic.twitter.com/gopsw8WUJn — SentimenTrader (@sentimentrader) June 17, 2024 …

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