Please show me in which post I said valuation metrics are useful with timing. I’ll wait.

The intolerance of the far left (many on this platform) is only matched by the most extreme MAGA cult members. God forbid anyone is a centrist.

And there it is @keubiko.bsky.social.

Thank you Brett. 🤙🏼

You’re going to positively influence a lot of people with this level of intelligent dialogue. Well done you.

Thank you for reinforcing my point.

Both the tolerance of antisemitism and intolerance of centrists by the Democratic Party will continue to limit its ability to be as successful as it could be.

And yes, Bari Weiss is both Jewish and a centrist.

AI CapEx deals explained. 👇🏼

All retail trade flows look the same, regardless of brokerage firm.

The billionaire circle jerk continues.

This is a nothing burger, yet you post this same chart every couple of months. Why?

And people wonder why they’re referred to as “shittybank”. 🤦🏻‍♂️

The lack of basic economic knowledge and understanding on the part of our politicians is staggering. This obviously applies to both political parties.

Let me see if I can find that.

The S&P 500 Index - Regression to Trend

At the end of September, the inflation-adjusted S&P Composite Index is 193% above its long-term trend. 👇🏼

Since August, the index has been 4 standard deviations above trend for the first time in history.

But please, tell me more about how there’s no bubble.

Bingo!

This is from the author of ‘Enron: The Smartest Guys in the Room’, Bethany McLean.

From the author of ‘Enron: The Smartest Guys in the Room’. 👇🏼

“In other words, there will be enormous societal change, and deeply uneven and hard-to-predict financial outcomes. And the financial engineering will mask the signs of collapse, until it doesn’t. If only AI could solve that conundrum.”

I think my post triggered some people. Not one ‘Like’. 😂

The White House announces that the US Treasury will be producing $1 coins with President Trump's face. 👇🏼

The return from today to tomorrow is proportional to the crash hazard rate. In essence, investors must be compensated to hold an asset that might crash - implying an underlying risk, not yet revealed in the price dynamics, which justifies this apparent free ride and free lunch.

– Didier Sornette

ORCL in a year: “Um, we may have overextended ourselves a bit.”

If the economy is relying on the wealthy to continue to spend money, and the wealthy are relying on stock prices to continue to go up, what happens when stock prices start going down?

According to ADP, not only were private payrolls revised down from 54,000 to -3,000, but September’s numbers came in at -32,000 when 51,000 was expected.

But please, tell me more about how the labor market is just “softening”. 🤦🏻‍♂️