” Be fearful when others are greedy, be greedy when others are fearful. ”
The Buffett Indicator just hit 217%.
That’s 69% above trend.
Every time in history we’ve been this stretched… the crash came fast. pic.twitter.com/aKOddEybpr
— Mr. Uppy (@MisterUppy) September 22, 2025
Throughout most of 1929, market was melting up. Millionaires were being created.
Stocks only went up. No down days.
And then on 10/29/1929, Dow dropped 11% out of nowhere.
It will shed another 50% in next few months.
As I said, predicting market crash can’t be done, it comes.
— tic toc (@TicTocTick) September 23, 2025
Interesting read: pic.twitter.com/oHXmeP8Qxi
— QE Infinity (@StealthQE4) September 24, 2025
A leading Wall Street strategist is doing some calculations about the total value of U.S. stocks rocketing to a staggering 363% of GDP as of last Friday, blowing past the infamous 212% mark reached during the dotcom bubble. It’s a warning if you think it’s unsustainable, but David Kelly, chief global strategist for JP Morgan Asset Management, notes that the bull market is truly epic, “stretching, with some interruptions, all the way back to the 1980s.”
https://finance.yahoo.com/news/top-analyst-says-u-bull-164612961.html
Moment of truth. https://t.co/N86CCeubFW pic.twitter.com/3EGx18nvHP
— Guilherme Tavares (@i3_invest) September 23, 2025
There have only been three times in history when the DJI was this far above its exponential growth trendline:
1928–1929
1999–2000
Today.But of course, the bull market is just beginning. And it’s obvious that it will appear endless if the local currency continues to devalue,… pic.twitter.com/iAKmazPGZq
— Guilherme Tavares (@i3_invest) September 23, 2025
Bank of America: “The S&P 500 trades like it’s the new risk-free rate…
Perhaps we should anchor to today’s multiples as the new normal rather than expecting mean reversion to a bygone era”
— Gunjan Banerji (@GunjanJS) September 24, 2025
Just got off the phone with the CEO of the oilfield.
Everyone is getting let go, it’s over.
— De La Rosa (@Tejanobrown) September 23, 2025