Bilingual

Is the stock market in a bubble? – levelsio (Pieter Levels)
22 days ago
- The page presents live bubble indicators to assess if the stock market is in a bubble.
- Valuation indicators include the Shiller CAPE ratio, Buffett Indicator, Tobin's Q, and S&P 500 M2 to gauge stock expense versus fundamentals.
- Complacency and credit indicators like the VIX and high-yield credit spread measure investor risk perception.
- Macro indicators such as the yield curve (10y-2y) signal potential recessions, with inversions being a reliable lead indicator.
- The data updates automatically from public sources multiple times daily, and the author shares additional content and a book on startups.
The Economy Is K-Shaped
23 days ago
- The stock market is up while grocery bills are also rising.
- The economy is described as booming but driven by only a few companies investing in GPUs.
- AI acts like a dam, trapping economic gains at the top.
- Productivity increases significantly without corresponding job growth.
- Economic surplus is reinvested in more computing power.
- Stock markets reach all-time highs while wages stagnate for decades.
- The economic ladder is being pulled up, with middle-tier jobs automated away.
- What remains are high-end roles and tasks robots cannot yet perform.
- Owning equity or hardware becomes the new entry requirement for economic success.
- Trickle-down economics is ineffective, creating a split between those above and below the economic dam.
SpaceX built to separate retail investors from their money
13 days ago
- SpaceX (SPCX) shares have dropped approximately 28% from their post-IPO peak above $200.
- Veteran investor George Noble has renewed his bearish stance on the stock.
- Noble warns that the stock is likely to face a wave of insider selling in the coming months.
SpaceX stock drops to a new low and loses $1T in value in a month
8 days ago
- SpaceX stock has fallen below its $135 IPO price, closing at $131.11 on Thursday.
- The company has lost about $320 billion in market value since its IPO and $1 trillion since its June peak.
- A planned Starship launch was aborted due to engine issues, with a retry scheduled for early next week.
- SpaceX's IPO raised over $85 billion, the largest in history, but the stock has been in steady retreat.
- Upcoming lockup expirations will allow employees and early investors to sell shares after the first quarterly report.

stock market

Is the stock market in a bubble? – levelsio (Pieter Levels)

The Economy Is K-Shaped

SpaceX built to separate retail investors from their money

SpaceX stock drops to a new low and loses $1T in value in a month