what if we are up 30 percent. we bought shortly after the tariff drop.
2025-09-24 14:52:25
8
Marjorie Andersson🌿 :
Some think that AI provides enough real revenue to sustain growth
2025-09-23 23:07:20
28
Kewlcanuk :
Can you let me know the day before it drops 😁
2025-09-24 00:47:52
346
PlatosParadox :
While the current S&P 500 P/E ratio looks elevated by historical standards, it’s important to recognize that we are in a fundamentally different environment. The rise of artificial intelligence is driving unprecedented efficiency gains across industries, pushing margins higher and reshaping cost structures. As these productivity improvements flow through earnings, the forward P/E is likely to compress, even if stock prices hold steady or continue to rise. What may look like a bubble on the surface is instead underpinned by a transformative technology wave strong enough to justify higher valuations and offset traditional concerns. But I love your takeaway to bring this up. 🤔
2025-09-24 03:20:15
111
sunshinegirl84 :
Its way overpriced, that's why Warren buffet is mostly in cash
2025-09-23 19:55:15
406
AirborneDad❌ :
Look at the price of gold and silver. Gold is at a ATH at $3750 an ounce. Dollar has had is worst year of a new president in 50 years. Silver is around $44 an ounce. Not looking great for USA.
2025-09-24 03:59:26
96
DadIsMad :
Wrong, this is nothing like we've seen before. Exclude the Mag 7 stocks and the remaining 493 companies have a PE ratie of around 20, which is historically average.
2025-09-24 02:13:36
26
Alex | Learn AI :
Yeah. Conpanies are overvalued. But investors refuse to put money in anything else
2025-09-23 23:42:05
92
Shane :
probably because of the rapture /s
2025-09-23 22:07:50
72
nothingtoofferhere :
its a game of musical chairs. Im convinced institutional investors are just giggling and gambling on how much they can pump it until it pops the game to see who gets out and who is stuck without a chair
2025-09-24 00:21:18
31
carlosasencio28 :
Remember when Greenspan said " irrational exuberance", just a thought.
2025-09-23 22:33:24
51
Charles Hannon :
Also, I see where Warehouser is closing two paper mills in Georgia. Are you a believer in the cardboard box theory of predicting demand in the US economy. That is 8% of their production of cardboard.
2025-09-23 21:03:26
35
MCMArtist :
AI isn’t a bubble, it’s a transfer of wealth for a product with a 75%+ failure rate. Blackout The System.
2025-09-24 01:05:26
69
Oblivion Capital :
expand your timeseries to include the 70's. this is classic stagflation.
2025-09-24 17:52:08
8
tror :
Do you believe that they stock buy backs and inside investors is artificially keeping the prices high?
2025-09-24 17:26:56
5
Ashley Stagnitta-Shi :
Following. Great content. I look forward to more. Thanks for educating us all! ❤
2025-09-24 15:17:15
11
BuckeyeBill77 :
Is it stock buybacks driving it?
2025-09-24 04:07:44
5
Sir Golfalot :
I’m glad Powell said that the valuations are high… risk management as you say is now a prudent approach
2025-09-23 20:20:31
21
Victoria Jones :
What are the PE ratios for the NYSE and NASDQ?
2025-09-23 23:33:14
6
moose 🇨🇦 :
is this very distorted by a few "over-valued" stocks?
2025-09-24 00:50:53
7
Leroi :
and time to sell
2025-09-23 20:10:33
34
DeductiveFallacy :
assuming a decent amount of savings are tied up in the S&P 500 ETFs what is the suggestion on when to sell those?
2025-09-23 20:34:46
8
rcl :
If people just keep saying this every few months, eventually they will be correct.
2025-09-24 14:48:12
9
T0neJohn :
Historic. Not historical.
2025-09-24 03:26:15
7
Green Acre Heaven :
so....you going to sell everything?
2025-09-23 23:20:22
7
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