Economist’s “News and Views” 1-28-2025

MARKET WARNING Issued as Valuations Explode Signaling Collapse is THIS CLOSE

Taylor Kenny:  1-28-2025

The stock market is on the brink of collapse as the CAPE ratio signals extreme overvaluation, nearing levels not seen since the dot-com bubble.

With margin debt at record highs and speculation fueling the market, the fallout of the inevitable crash could be devastating.

Learn why this bubble is unsustainable, what history tells us about past crashes, and how you can prepare to protect your wealth today.

CHAPTERS:

00:00 - The Stock Market's Dangerous Overvaluation

00:38 - Historical Context of Market Returns

01:13 - Explaining the CAPE Ratio

 03:00 - The Danger of Overvaluation Today

 03:35 - Debt-Fueled Speculation Driving Growth

 05:08 - The Role of Margin Debt

06:40 - Lessons from the Dot-Com Bubble

 07:06 - The Everything Bubble: What’s Next

 08:12 - How to Prepare for the Crash

https://www.youtube.com/watch?v=zLZ6Mw7_3PI

Central Banks are Selling US Treasuries and Buying Gold Instead

Heresy Financial:  1-27-2025

TIMECODES

00:00 China, Japan & the U.S. Dumping Treasuries

 00:24 U.S. Treasury’s $36 Trillion Debt Explosion

 00:53 The Fed’s Balance Sheet Reversal (Opposite of QE)

02:02 China & Japan Unloading U.S. Debt Holdings

 02:30 Fed’s Share of Total Debt Near Historical Norms

03:24 Central Bank Gold Buys vs. Treasuries

04:49 Why Gold Prices Surged 35% This Year

05:53 Stocks vs. Bonds: S&P Earnings Yield vs. 10-Year

 07:03 Higher Rates & the Crowding-Out Effect

 08:35 The Next Phase of the Long-Term Debt Cycle

09:30 “11th Century Stocks”: Building a 100-Year Portfolio

09:46 Closing Thoughts

https://www.youtube.com/watch?v=Can_5smdMt4

China did Unthinkable to the US and Wiped $1Trillions of the US market: What’s Next?

Fastepo:  1-28-2025

https://www.youtube.com/watch?v=0OINGWWMUIk

 

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Coffee with MarkZ and special guest MustangMedic. 01/28/2025