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Saw this terrific article, a must read for everyone

(2025-08-14 06:05:31) 下一個

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.

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