⚠️🇺🇸#stocks #us #bubble #warning
Nobel laureate Robert Shiller has been warning for many years that the U.S. market is overvalued. Yet, despite his warnings, the markets continue to rise. Although his own model for assessing market value, known as the Excess CAPE Yield, suggests that the current American market is cheaper than it was before the dot-com and 2008 crises, indicating that the U.S. stock market still has room to grow.
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S&P 500 would have to climb another 25% to reach dot-com-era 'irrational exuberance' — SocGen
Nobel laureate Robert Shiller has been warning for many years that the U.S. market is overvalued. Yet, despite his warnings, the markets continue to rise. Although his own model for assessing market value, known as the Excess CAPE Yield, suggests that the current American market is cheaper than it was before the dot-com and 2008 crises, indicating that the U.S. stock market still has room to grow.
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S&P 500 would have to climb another 25% to reach dot-com-era 'irrational exuberance' — SocGen
⚠️🇺🇸#stocks #us #concentration #bubble #history #warning
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000.
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today's US stock market bears similarities to the markets of 2000 and 1929 — Deutsche
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000.
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today's US stock market bears similarities to the markets of 2000 and 1929 — Deutsche
⚠️🇺🇸#stocks #us #tech #bonds #opinion #history #warning #bubble
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
analysts at Bank of America (BofA) have concluded that the ongoing growth of the "magnificent seven" stocks since 2022 could be halted by an increase in the real yield of 10-year government bonds to 2.5-3%. Currently, the real yield stands at 2%, representing the difference between the yields of 10-year government bonds and inflation.
🇺🇸#stocks #us #bubble #concentration
Goldman: the current dominance of the technology sector in the US stock market is not unprecedented compared to the level of dominance of certain sectors in the past.
Goldman: the current dominance of the technology sector in the US stock market is not unprecedented compared to the level of dominance of certain sectors in the past.
🌎#bubble #sentiment #stocks
mentions of a "stock bubble" are at a 2-year high, but still relatively low.
billionaire investor Ray Dalio said the stock market doesn't resemble a "full-on" bubble right now.
volatility remains low for now (chart)
mentions of a "stock bubble" are at a 2-year high, but still relatively low.
billionaire investor Ray Dalio said the stock market doesn't resemble a "full-on" bubble right now.
volatility remains low for now (chart)
🇺🇸#stocks #us #bubble
DataTrek Research: the market isn't in bubble territory based on the 3-year rolling return indicator for the S&P 500. Stock market crashes often occur when 3-year returns reach 100% or more.
⚠️ although according to this indicator, the market is now at a level similar to that before the 2008 crisis.
DataTrek Research: the market isn't in bubble territory based on the 3-year rolling return indicator for the S&P 500. Stock market crashes often occur when 3-year returns reach 100% or more.
⚠️ although according to this indicator, the market is now at a level similar to that before the 2008 crisis.
⚠️#stocks #us #dividends #history
the dividend yield of the S&P 500 is at historical lows
it was only lower before the dot-com crisis #bubble
the dividend yield of the S&P 500 is at historical lows
it was only lower before the dot-com crisis #bubble
⚠️🇺🇸#stocks #tech #us #divergence
US market is experiencing a significant divergence between new economy stocks and old economy stocks.
#bubble this has only happened once before, right before the dot-com bubble.
US market is experiencing a significant divergence between new economy stocks and old economy stocks.
#bubble this has only happened once before, right before the dot-com bubble.
🇺🇸#stocks #us #correlation #concentration
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
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weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.
weight of the top 5 stocks in the S&P 500 = historic record.
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)
JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble
BofA: correlation between the stocks in the S&P 500 index and the index itself has dropped to its lowest level in 20 years.
————————————
weight of the top 3 stocks (#MSFT, #AAPL, #NVDA) in the S&P 500 = historic record.
weight of the top 5 stocks in the S&P 500 = historic record.
market cap of the top 10% of stocks has hit its highest level since 1929, surpassing 2000 (chart)
JPMorgan: the dominance of the 10 biggest stocks in US equity markets is increasingly drawing similarities with the dot-com #bubble