Date: August 21st, 2026 2:16 PM Author: Wild mental disorder
this is why Bessent is going apeshit doubling his purchases of long-dated gov’t bonds and paying above-market for them. they have to keep this up through early November, then the rug pull will happen.
Date: August 21st, 2026 2:24 PM Author: arousing church affirmative action
The ONLY solution is to reduce government spending, which is the political third rail. That means what will happen instead is lubing the money printers and let them run undisturbed for a few weeks. Or we just default on $40T in debt.
Prices aren't going up. The value of the dollar is going down. Pretty soon, the rug pull event will happen where the US dollar is no longer the world's reserve currency. Such an event would portend really bad times.
Date: August 21st, 2026 3:54 PM Author: Wild mental disorder
it has to. Trump doesn’t care about debt or inflation. his only focus is to limit the bloodbath in November and hopefully keep the senate close enough that GOP retains effective control with the help of Judas Fetterman
Date: August 21st, 2026 2:40 PM Author: stubborn temple newt
Retard investor here, so don't put any stock in what I say, but common sense dictates that, even with inflation, equity prices can reach a point where they are overpriced even given inflation.
You can't just say "I'm going to pay 80k for this used Honda Civic (choose a non-depreciable asset for better comparison) and it will keep going up in value because of inflation." 80k is too expensive even considering inflation, so there's a huge risk people will wake up and say "this car isn't worth close to 80k" and the price will plummet.
A lot of historical stock data says that the stock market is kind of like an 80k Honda Civic now.
Date: August 21st, 2026 2:42 PM Author: chartreuse indecent pervert
expert professional investor here. u are a retard, corporate profits are at ATH, just booming and absolutely destorying shit so u actually are entering a phase where equities are UNDER VALUED. the gorgeous tom lee on cnbc is talking abt it, he has a .2 inch NOWAG penis btw if it points at a stock it means its goin to the moon
Date: August 21st, 2026 2:48 PM Author: stubborn temple newt
In a Fortune Magazine interview back in 2001, Buffett referred to it as "probably the best single measure of where valuations stand at any given moment."
- end quote -
He was at the top of his game in 2001 when he vouched for this chart.
Date: August 21st, 2026 2:59 PM Author: stubborn temple newt
So you're saying that something fundamentally has improved about the US economy since 2010 to justify the ratio of stock valuations to GDP to go from 60% to 240%?
Or is it more accurate to say that that both parties in the US have been creating an illusion of prosperity by borrowing and printing money like it's going out of style, and with the Social Security fiscal cliff rapidly approaching, the reckoning is on the way? This is completely separate from any AI bubble.
But oh yeah, everything's fine and dandy- just like people were saying in 1929.
Date: August 21st, 2026 3:30 PM Author: arousing church affirmative action
It's actually quite simple. The reason why everything always goes up is because we are inflating the money supply and devaluing the dollar. Of course, we put lipstick on the pig and call it quantitative easing, but it's just inflation. That's also why homes have always increased in value. There are going to be a LOT of bag holders when the inevitable correction occurs. Whether it occurs tomorrow or in 2 years or in 5 is unknown, but it will occur. Please govern yourself accordingly.
Date: August 21st, 2026 4:43 PM Author: jet hairraiser karate
OFC stocks can still be overvalued w/ inflation but I am not sure your example makes any sense here. If you can Turo that civic for 25k Obama dollars a week paying 80k for it might make sense until they ramp the printing up even higher. Meanwhile your salary hasn’t moved and you have to hunt your neighbors for meat to feed your kids.
It is already absurdly obvious that we are in a massive stock-market bubble. Former Federal Reserve governor Bill Dudley just pointed out many of the signs, which will likely come as no surprise to regular readers of MarketWatch but which are worth repeating.
While Dudley listed a number of different issues, they boil down to three big ones. First, stock-market valuations are already crazy by any number of measures. Second, the entire artificial-intelligence financial boom is now in the kind of classic Ponzi-style loop that always happens in financial manias, and which has always been followed by a downturn or worse. And third, the rise in long-term interest rates in the U.S. and around the world are exactly the kind of thing that could burst the bubble.
Date: August 22nd, 2026 10:07 PM Author: stubborn temple newt
The bigger the bubble, the longer they can last. No clue how long this one will last, but the fact that it is a bubble which will eventually burst in spectacular fashion seems pretty hard to dispute.