Independent thinking for complex markets and current events
S&P 500 already trading back at peak 2025 multiples, only difference is that earnings estimates for this year are significantly lower. pic.twitter.com/vALbxftwDK — Michael J. Kramer (@MichaelMOTTCM) June 10, 2025 It looks like nobody is hedged pic.twitter.com/cBLSBJ1GdI — James Choi (@JC_Investment) June 10, 2025 JPMorgan CEO Dimon: There's a chance that real numbers will deteriorate …
A CAPE ratio of 37.0 feels like walking into a storm with no umbrella. The fact that it’s only been higher twice in history says it all—this is rare air, and it’s hard to breathe up here. The stock market's CAPE ratio is clocking in at 37.0. It has only been higher than this twice …
Nvidia Mania. RECORD distance from 36 month moving average unwinding. Peak FOMO most likely behind us. Lots will get trapped.#nvidia #nvda #capitalrotation pic.twitter.com/6InMkiQ97i — Patrick Karim (@badcharts1) November 2, 2024 Who want's to address the elephant in the room? Forecast added. pic.twitter.com/pXhe3FMeAi — The Great Martis (@great_martis) November 2, 2024 Speculators boost bullish bets on …
https://x.com/MacroMornings/status/1795494406704779478
With fund managers reaching their highest bullish sentiment since January 2022 and cash levels dropping close to the contrarian sell signal, coupled with the Financial Stability Board’s advice to hedge funds to increase liquidity for market shocks, there are indications of an impending market reversal. Fund Managers are the most bullish on stocks since January …
New high for Bitcoin today, but as we see the Tesla inspired high was slightly above the Gamestop high and this high is slightly above the Tesla high. Classic bull trap action. True to form, this Disney bubble is ending with an an asset class that doesn't physically exist being… pic.twitter.com/YbEeOMo5k0 — Mac10 (@SuburbanDrone) March …
by InternationalTop2405 It’s no surprise that the search term “recession” has spiked in recent years, as the global economy has taken a turn for the worse. What is surprising, however, is how much interest there is in this topic from around the world. People are clearly worried about their financial future and are looking for …