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 3.5 to 3.75% –>the lowest level in 3 years.
THREE people dissented:
Stephen Miran (Trump pick) wanted to cut 50bps
Kansas City Fed President Schmid and Chicago Fed President Goolsbee wanted to keep rates… pic.twitter.com/Ms4Esjb52I— Heather Long (@byHeatherLong) December 10, 2025
Bank of America says mountains of debt are piling up from the data center rush, creating an “air pocket.”
This is how I think AI bubble will unfold.
It’s not going to be a dotcom-style crash but years of sluggishness driven by low ROI due to interest payments and overbuilding. https://t.co/Ceehp4h3eo pic.twitter.com/OyJqU5VK1j
— Oguz Erkan (@oguzerkan) December 11, 2025
$SPY update: I’m not bearish just wanna it go back to 680 testing the overnight low. https://t.co/TWIplnFWHp pic.twitter.com/IcdYstq3No
— JLoc (@JohnLoc18) December 11, 2025
Ladies and gentlemens, we are now approaching the ENDGAME.
The partial rise has proven futile; we now have a 7-point reference as in 2021 before markets were mauled.
The catalyst in 2021/2022 was exploding yields, and we are now forming the exact same topping pattern under the exact same circumstances, only 30% higher.
This is extremely concerning. I urge caution and heightened vigilance.
God bless and Godspeed.
Yours truly
THE GREAT MARTIS .
Ladies and gentlemens, we are now approaching the ENDGAME.
The partial rise has proven futile; we now have a 7-point reference as in 2021 before markets were mauled.
The catalyst in 2021/2022 was exploding yields, and we are now forming the exact same topping pattern under the… pic.twitter.com/n1azCf3MWc
— The Great Martis (@great_martis) December 11, 2025