US stock market analysis

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
US stock market analysisUS stock market analysis
🚨Will Bitcoin's bear market translate into US tech stocks?

🚨Will Bitcoin's bear market translate into US tech stocks?

Bitcoin prices are down -25% from their October's peak.

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⚠️CHART OF THE WEEK: The US stock market has never been this expensive

⚠️CHART OF THE WEEK: The US stock market has never been this expensive

Relative to US wages, the market is at its highest valuation in history.

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🚨Financial engineering, reminiscent of what was seen before the 2008 Financial Crisis, is rising among AI companies:

🚨Financial engineering, reminiscent of what was seen before the 2008 Financial Crisis, is rising among AI companies:

AI’s capital boom is being fueled by debt many investors cannot easily see.

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🚨US technology stocks capital spending is exploding

🚨US technology stocks capital spending is exploding

Is this sustainable and will it pay off?

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⚠️CHART OF THE WEEK: Market concentration has never been greater

⚠️CHART OF THE WEEK: Market concentration has never been greater

The top 10 stocks now account for 42% of the S&P 500's market cap

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⚠️Is the AI BUBBLE bursting?

⚠️Is the AI BUBBLE bursting?

The US stock market is going through some pain

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⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

Over the last 25 years, the market has seen only a few occurrences of such extremes

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

⚠️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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⚠️Investors are dumping US financial stocks

⚠️Investors are dumping US financial stocks

The pace of selling is well above the long-term average

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⚠️OpenAI looks massively overhyped and overvalued

⚠️OpenAI looks massively overhyped and overvalued

The valuation of the company that developed ChatGPT has grown far beyond reasonable levels.

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⚠️Are trade tensions between China and the US intensifying?

⚠️Are trade tensions between China and the US intensifying?

Global equity markets are falling after Monday's rebound

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⚠️CHART OF THE WEEK: History suggests the US stock market might be facing dismal future returns

⚠️CHART OF THE WEEK: History suggests the US stock market might be facing dismal future returns

A decade without gains - can you imagine?

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