25 Jul 2025
Us equities markets very EXTREMELY expensive: The Shiller P/E ratio on the S&P 500 is now at 38.8x, the highest since the 2000 Dot-Com Bubble burst.
The Shiller P/E ratio is higher than it has been 96% of the time in history. Source: Global Markets
25 Jul 2025
Nasdaq posted its 63rd consecutive day above its 20-day moving average, the longest streak since the dot com bubble.
Source: zerohedge, Bloomberg
25 Jul 2025
The Mag 7 has consistently blown the doors off EPS estimates
Mag 7 EPS growth is expected to hit 14% this quarter Source: Mike Zaccardi, CFA, CMT, MBA, JP Morgan, Bloomberg
25 Jul 2025
$PLTR trailing P/E: 336x
Source: Trend Spider
25 Jul 2025
Foreign Investors now own $2.5 Trillion more in U.S. Stocks than U.S. Debt, the widest gap ever
Source. Barchart, BofA
25 Jul 2025
Penny stock trading is through the roof right now
Source: Mike Zaccardi, CFA, CMT, MBA, Goldman Sachs
24 Jul 2025
Share of MSCI World trading at 10x EV/Sales
Meb Faber @MebFaber via ManGroup
24 Jul 2025
Opendoor. Krispy Kreme. Kohl's. GoPro.
Meme stock mania is back. Source: Brew Markets @brewmarkets
