Saw this terrific article, a must read for everyone

This post has been making rounds but the list makes no sense whatsoever. Think about it: 

1. Yes, stocks are all time high, but so are corporate earnings

2: home prices are record highs. Fact check: new median home prices -2.9% in 2025. Home construction and permits have fallen to the lowest levels since 2024. 

3: bitcoin all time highs: yes but no one knows what it is

4: gold record highs: investors are nervous and concerned 

5: money supply all time high: true but so is GDP, disposable income, wages and etc.

6: national debt all time high: true, but you could say the same thing every year since 2000 and bond yields have never been lower most of the time. 

7. CPI inflation fell from 8.5% in 2022 to 2.7% now. What an achievement!

8. Fed: cutting rates next month. Yes, why not?

When you see the “forest”, none of his points makes any sense at all. 

请您先登陆,再发跟帖!