Independent thinking for complex markets and current events
By Egon von Greyerz In this powerful interview with Jan Kneist from the Investor Talk channel, Egon von Greyerz exposes the historic shifts now reshaping global finance. Gold is hitting new highs, silver is accelerating, and institutional players are moving in. Now, even Morgan Stanley recommends a 20% allocation to gold. This significant shift signals a re-evaluation of …
by VotedOut Three different U.S. stock market valuation models (the Buffett Indicator, CAPE ratio, and Mean Reversion Model – three different ways of objectively looking at the overall valuation of the current market) are flashing extreme overvaluation warning signs that were both last seen in 2000 and 2021. Both 2000 and 2021 marked market euphoria …
Morgan Stanley's Mike Wilson says "we are seeing a breakdown again in a lot of the stock market" pic.twitter.com/hEKNDO31rk — Win Smart, CFA (@WinfieldSmart) September 26, 2023 $spx. We can see where it closes, but it looks to me like the neckline is broken on the #SP500 pic.twitter.com/UjfPujcYdW — Michael J. Kramer (@MichaelMOTTCM) September 26, …