Andrew Lokenauth | TheFinanceNewsletter.com
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Andrew Lokenauth | TheFinanceNewsletter.com
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This is the definition of a bubble. It ends 2 ways:

1. Bubble pops: 401k's drop, we enter a recession and bailouts arrive.

2. Bubble doesn't pop: AI takes jobs away, unemployment spikes and 1% take 99% of the profit.
November 23, 2025 at 7:58 PM
High interest rates crush companies that rely on borrowing. Warren Buffett stockpiled $382 Billion in cash for this exact reason.
November 21, 2025 at 5:30 PM
The market isn't looking at how good the chips are anymore, they are worried if Nvidia’s customers can actually make money using them.

You can't expect one company to carry an entire market forever.

A Fed cut in December would help but with mixed employment numbers it’s a coin toss.
November 21, 2025 at 5:30 PM