Independent thinking for complex markets and current events
Recession signals are flashing while government gobbles a record share of the entire economy. The US government has never consumed a larger share of the economy than it does today. pic.twitter.com/lKtm7dzHIm — Charlie Bilello (@charliebilello) June 21, 2026 When CPI rate > Unemployment rate with a yield curve inversion it tends to lead to recession. …
Classic late-stage bubble behavior in full swing Moving from P/E to forward P/E wasn't enough bulls have now moved on to just guessing what revenue might be years from now to justify why current prices are not overvalued not a bubble though https://t.co/zDfr2igwOC — daz (@MetamateDaz) June 15, 2026 Bull markets typically end with good …
Breaking: US stock market is most overvalued in over 100 Years A basket of valuation metrics indicates that the stock market is more overvalued than at the 2000 dot-com bubble and even 1929 market peak. pic.twitter.com/Tn3hwrvDqn — BraVoCycles Newsletter (@BraVoCycles) May 31, 2026 Alphabet is offloading $80 billion in stock to feed the voracious appetite …
They sold us on cheap smart tools and now even big names run out of money in months. When the bubble starts leaking from inside the companies themselves you know the party is ending fast. This shows that the traditional software model does not work for generative AI. You cannot just pay a flat fee …
Shiller CAPE ratio sits at 38-41, second only to the 2000 dot-com peak while Berkshire Hathaway underperforms the S&P 500 by the exact margin it did heading into the 2008 GFC. Buffett sits on a record $380 billion cash pile, selling into strength as the rest chase AI mania like 1999 tech. I think this …
Shiller P/E is over 40, which is higher than any time in the last 150 years except a few months before the dotcom bubble top. 🚨ONE OF THE SCARIEST CHARTS IN MARKETS RIGHT NOW US households have 52% of their financial assets in equities. The highest level ever recorded.Higher than the Dotcom peak.Higher than 2007.Higher …
via WSB: TL;DR: I used Claude Code to do my 2024 and 2025 federal + state taxes. It worked. It cost ~$0 and took 0 clicks through their stupid wizard. Now I’m short $100k INTU — Last week I pointed Claude at my tax folder and said the magic words “do my taxes” It nailed it. …
Recession into All-Time Highs™️ and you thought I was kidding#K https://t.co/XlcrVptauj — Samantha LaDuc (@SamanthaLaDuc) February 11, 2026 Stocks are ridiculously overvalued but it never seems to matter 🤷♂️ https://t.co/8nPSA5UrCL — QE Infinity (@StealthQE4) February 10, 2026 JUST IN: US stock trading hits $1 trillion in a day – highest since 2020 — Kalshi (@Kalshi) …
Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) December 10, 2025 Just In: The Federal Reserve cuts interest rates 25bps (as expected) to …
“When we have the next crisis, the word ‘private’ is going to be in every headline,” says Cornell Professor Dave Collum. In this interview with Daniela Cambone, Collum warns that the biggest risks in the next financial crisis won’t come from the public markets—stocks, Treasuries, and the like—but from the shadowy private markets: private credit, …
$PLTR might be the most overvalued stock of all times, says The Economist. It doesn’t get to be a genius to see this.$PLTR Free Cash Flow: $1.7 billion$PLTR Market Cap: $412 billion$UNH Free Cash Flow: $25 billion$UNH Market Cap: $280 billion That says something. pic.twitter.com/1vNsb13lEL — Oguz Erkan (@oguzerkan) August 19, 2025 1/ Howard Marks …
1/ Stay calm. There are three types of advantage in the markets: – Technical.– Behavioral.– Informational. The market is now filled with too many smart people, so nobody has a definitive technical or informational edge. The only edge you can have is behavioral; stay calm. pic.twitter.com/TfyAzi2Nz0 — Oguz Erkan (@oguzerkan) July 27, 2025 The broadening …
Gold is getting more media attention: The number of articles mentioning gold has crossed 90,000 for the first time since 2022. Articles on gold have surged by 40,000 in 5 months. By comparison, at the 2020 peak, the count reached ~100,000. This comes as gold prices have seen… pic.twitter.com/EBVNwR32ci — The Kobeissi Letter (@KobeissiLetter) June …
via WSB: While everyone’s focused on Nvidia as the most overvalued stock of this cycle, the real bubble is Palantir. Palantir is sitting at a price to sales ratio of 100, making it the most expensive large cap stock ever on a revenue basis. At an almost $300 billion market cap with 34% revenue growth …
Retail dip buyers may vanish when reality finally lands. Given how overpriced the U.S. stock market is, and the severity of the coming recession and earnings decline, it still has a long way to fall. In fact, despite the decline, given the negative impact of tariffs, the market is more overpriced now than it was …
The U.S. housing market is dangerously overvalued. This chart shows 15 years of income just to buy a median home. We haven’t seen levels this high since 2007 and we know what happened then. I just dropped a very detailed analysis. Link is in the comments! pic.twitter.com/aze1ALn6z5 — The Macro Pulse (@TheMacroPulse) April 13, 2025 …
Market overvalued ✅Market overbought ✅Bearish price action confirmation ✅ pic.twitter.com/G9f275GkAt — Guilherme Tavares (@i3_invest) April 1, 2025 Linkhttps://t.co/uFMsfLLbSj pic.twitter.com/0CnpwQeJ5J — QE Infinity (@StealthQE4) April 1, 2025 ISM Prices Paid pic.twitter.com/q2t24pHB4d — Don Johnson (@DonMiami3) April 1, 2025 Bond investors are worried: The 2-year breakeven inflation rate has jumped to 3.27%, the highest since the March …
https://t.co/bcJr84FDqI — Kashyap Sriram (@kashyap286) March 27, 2025 It’s almost laughable how easy it is to see through CoreWeave’s charade. Emanuel hit the nail on the head when he called it an “egregiously overvalued pig in a poke.” And he’s right. Just look at the facts. Microsoft, the company responsible for a large chunk of …
It doesn’t take much effort to see that the market is extremely overvalued (long-term view). The 6-month slope of the NDX/GDP ratio turning down after reaching an extremely overvalued level has signaled previous cycle shifts. This month’s close will be crucial. pic.twitter.com/24aa8XLmpp — Guilherme Tavares (@i3_invest) March 25, 2025 $NVDA's $17.1B China 🇨🇳 business — …
It’s the highest level of concern we’ve seen since the Dot Com Bubble. What does this mean? The U.S. economy is heading into dangerous territory. But it’s not just the stock market that’s in trouble. The U.S. government’s interest expense has gone off the charts, pushing past a staggering $1.1 trillion. And if current trends …
Because while the economy looks solid, it's built on debt, inflation, and overvalued assets. Add in rising interest rates and global instability, and the conditions are ripe for a sharp correction, even in a seemingly strong market. — Rooted_In_Reality (@realonesknow87) December 30, 2024 Trump Just said we are heading to a 1929 scenario in the …
⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️ The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades. Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo — Global Markets Investor (@GlobalMktObserv) December 23, 2024 Is …
Homes in 91% of US metro areas were overvalued in the third quarter, Fitch Ratings reported. Home prices are overvalued by 11.1%, an uptick from prior quarters, as wage growth lagged. December notched the highest annual price gain since 2022, S&P Global found. The US housing market is seeing some signs of loosening amid an …
As we approach $NVDA earnings next week here are some concerns: This company’s stock appears to be heavily overvalued based on the metrics provided. The P/E 76 and P/S 24 ratios are extraordinarily high, suggesting that the market has very optimistic expectations for future… https://t.co/l3ckYZdQ6X — The Coastal Journal (@1CoastalJournal) August 20, 2024 $NVDA breakout …
Ladies and Gentleman, I present to you, the most overvalued market in history . 250 years We all know what happens next . pic.twitter.com/BcI7Iq8sHZ — The Great Martis (@great_martis) July 15, 2024 New tech, big investments, booming productivity…and bursting stock bubbles pic.twitter.com/ZMB9NsqlAp — Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) July 16, 2024 GLOBAL CENTRAL BANKS' …
Buffett Indicator Suggests Stocks Are Severely Overvalued. So What’s Next?(A Recession?) byu/Perfect_Alarm_2141 ineconomicCollapse
Nvidia accounts for a staggering 43% of the S&P 500’s gains year-to-date, highlighting the dismal breadth of the market. Many stocks are down while tech continues to monopolize attention, reminiscent of the unsettling patterns seen in 2008. If you’re bullish and believe the Fed will cut rates soon, you must recognize that stocks are now …
Wow The victim lost around $4M on the deal according to the NYPost For shame @jonstewart pic.twitter.com/EJsfhQtPeD — Tim Pool (@Timcast) March 27, 2024 OMG!! I've been caught doing something not remotely similar to Trump! I guess all I need to do now is start a fraud college, steal classified docs, bankrupt casinos, pay hush …
Jon Stewart found to have overvalued his NYC home by 829% after labeling Trump’s civil case ‘not victimless’ Jon Stewart is facing online backlash after the comedian opined on air this week that Donald Trump’s civil real estate case for overvaluing his properties was “not victimless” — when it turns out the price of a …
Full 20 min interview : (26) Bill Gross on Bond Yields, Regional Banks, Opportunities – YouTube h/t DesmondMilesDant