⚠️The 'Warren Buffett Indicator' hits another all-time high

The rise in the US market has never outpaced the economy by this much

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Global Markets Investor
October 29, 2025

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🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 60% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

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The US stock market capitalization-to-GDP ratio has reached a record 225%.

This is now 75 percentage points above the 2000 Dot-com Bubble peak. By comparison, the long-term average has been ~8%.

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To put this differently, The US market is now more than twice the size of the economy.

🚨Some cracks are showing up in the US credit market

Could this translate into a broader market sell-off?

globalmarketsinvestor.beehiiv.com/p/some-cracks-are-showing-up-in-the-us-credit-market

⚠️Is global dependence on US stocks coming to an end?

Despite the AI euphoria, the US stock market may underperform in the years ahead.

globalmarketsinvestor.beehiiv.com/p/is-global-dependence-on-us-stocks-coming-to-an-end

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