overvaluation Archives - Citizen Watch Report

BIG Bubbles? Biden/Democrats Spending Spree + FED = Massive Asset Bubbles = OVERVALUATION In Stock Market And Housing (Buffett Indicator, SP500 Mean Reversion, Shiller PE Ratio, CaseShiller To Gov Spending)

December 15, 2024 2:43 pm

by confoundedinterest17 Apparently, the late Hawaiian crooner Don Ho foresaw Biden’s irresponsible spending spree. That is, BIG BUBBLES. Let’s start with the Buffett Indicator (Warren, not Jimmy!). It indicates that the stock market is STRONGLY OVERVALUED. The S&P 500 Mean Reversion Model also shows the stock market to be STRONGLY OVERVALUED. How about the Shiller P/E Ratio? Also …

Buffett seems to have a knack for these sorts of times. He may be noticing some overvaluation and unmitigated risks

August 14, 2024 8:18 pm

Buffett seems to have a knack for these sorts of times. He may be noticing some overvaluation and unmitigated risks: https://t.co/LRIl4NJT7m — Reef Insights (@ReefInsights) August 14, 2024 https://twitter.com/RJRCapital/status/1823836532706594998 Warren Buffett 13F pic.twitter.com/f7DlJReMh2 — Win Smart, CFA (@WinfieldSmart) August 14, 2024 Consumer sentiment tumbles as ‘recession-like’ symptoms spread among Americans Consumer sentiment in the U.S. …

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

August 13, 2024 9:22 pm

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, …

Equities hit record overvaluation; semiconductor stocks surge past dot-com bubble peak.

May 28, 2024 2:34 pm

According to the Q ratio, developed by James Tobin who won the Nobel prize for it, equities with a current Q ratio of 1.90 are overvalued by 156% to the long term mean (Q ratio 0.74) making it the first time to be overvalued by 3 std dev, the greatest amount ever. 2/2 pic.twitter.com/N4A05W1g4u — …

Nasdaq Soars 10% Above 2020 Peak Relative to Russell 2000, Marking Historic Overvaluation.

November 15, 2023 11:54 pm

The current scenario is indeed remarkable: the Nasdaq 100 to Russell 2000 ratio has surged to unprecedented levels, now sitting 10% above its 2020 peak and 6% above its 2000 peak. This is incredible: The Nasdaq 100 to Russell 2000 is now 10% above its 2020 peak and 6% above its 2000 peak. In other …

The overvaluation in the tech sector is out of control as recession is looming

October 9, 2023 2:45 pm

Insane. The current Nasdaq-to-Treasuries ratio stands 70% higher than its level during the tech bubble's peak. This chart puts into perspective how, despite ongoing issues with Treasuries, the more relevant question now is whether overall equities can remain as overvalued as… pic.twitter.com/CKBWvHPtU6 — Otavio (Tavi) Costa (@TaviCosta) October 9, 2023 BREAKING: Banks are bracing for …