141–150 of 1001 posts
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> If this is a bubble... The pop stage will be devastating... Why? It could be sudden. It could be slow and gradual. I've seen no reason it needs to be one versus the other.
Because it is deliberately extracting cash from Mom and Pop into the robber baron's wallets?
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This is one of those "everyone who dies, breaths air" statements. It's frustrating people who parrot it think they're smart by saying it to others with no basis and finally when it does happen they're like SEE SEE!? > Until then, history teaches that we'll just keep going up and up And this is the more important part. As long as you're People have been saying the crash has been coming since 2022. If you believed this…
I was old enough to remember the 08 crash. Then the market starting recovering in 2011/2012 and the sentiment was that the system would crash again soon like 08. Turns out, it was an amazing time to invest. Post 08 crash, all sorts of conspiracy websites like Zero Hedge were popular saying how the world economy would keep crashing.
Unfortunately, the US Government continued to run themselves into the ground spending-wise and may have a difficult time with another bailout, unless everyone pretty much agrees that we cannot have a USG failure, so they all pretend like nothing happened.
Eventually the merry-go-round stops, I'm just not sure what the catalyst will be, and it might be 100 years from now.
For SpaceX (and possible the others): Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. From https://x.com/Hedgeye/status/2060435253928604065 : "Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k a…
If this is a bubble... The pop stage will be devastating...
The way I've been thinking about it: there is too much money trying to pour into the market. That's why valuations are so high. Maybe getting more of these big private companies public will bring valuations down a bit. (Just my impression. No math or financial studies behind it :)
> there is too much money trying to pour into the market Keep in mind that inflation ran over 7% annualized in April [1]. [1] https://www.bls.gov/news.release/cpi.nr0.htm
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Meanwhile the federal minimum wage is still $7.25/hr.
And how many earn this? Around 1% of hourly employees…if that. Not what I’d be concerned with right now.
A society should be judged by how it treats those at the bottom and by that metric our current society is pretty awful.
For SpaceX (and possible the others): Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. From https://x.com/Hedgeye/status/2060435253928604065 : "Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k a…
If this is a bubble... The pop stage will be devastating...
Earlier quoted context omitted.
> A third of all spending is not fundamentally a stretch? Where did you get spending? That's net buying of stocks by non-financial Americans. It's the new money that has, on average, gone into the U.S. stock market from that section of investors every year. A third of it going into these new issuances doesn't need to break anything.
Dumb question here, but would it necessarily mean the other stocks they might've bought (i.e. the rest of the market) will not get the cash infusion and will thus likely drop in valuation?
¯\_(ツ)_/¯.
Almost certainly, to some degree. But that doesn’t mean anything has to drop. Just not rise, or not rise as much as it would have. Or potentially some other company that would have gone public or sold shares doesn’t do it now.
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> If this is a bubble... The pop stage will be devastating... Why? It could be sudden. It could be slow and gradual. I've seen no reason it needs to be one versus the other.
Because it is deliberately extracting cash from Mom and Pop into the robber baron's wallets?
Robber Barrons existed from like 1860 through 1915 and extracted the wealth of many people, including Native American tribe lands.
Like this shit can keep going until we decide enough is enough and actually change our society.
For SpaceX (and possible the others): Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. From https://x.com/Hedgeye/status/2060435253928604065 : "Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k a…
You forgot the part where NASDAQ already enacted a rule change that normally prohibits small floats from index inclusion (and thus forced purchase by index funds), which was normally 10% [1]. SpaceX is only floating ~4.3% of their stock and they're triple-weighting it . [1]: https://www.forbes.com/sites/garthfriesen/2026/04/25/spacex-...
There is nowhere near enough burning rage for this absurd fleecing of the public.