4 Charts Showing Why This May Be The Most Expensive Stock Market EVER

[@greigsanderson]

Obviously it's the most expensive, it's called inflation. Everything is more expensive.

[@Dennis_510]

That's not what he is talking about

[@lilmeers2424]

@@Dennis_510Not relevant. Inflation increases prices and wage growth may or may not keep up with inflation. But what this video is demonstrating is the relative difference of the value of the market ie P/E P/S and P/B as well as dividends which is different than prices for services and good increasing over time.

[@cvrart]

2:30 - BINGO!

[@albertng6596]

When we have ample liquidity with government spending large amount and influx of cash from every corner of the world into US markets, it is natural to see market rising nonstop. It is never expensive when the demand is relentlessly strong

[@Tomzzzzzz]

Looking at the long term trend line of the SPX going back to 1929 and extending to the 2000 top, puts us at around 6050 and about to either breakout (similar to 1995 trend line breakout) or reverse. Other valuation metrics are also stretched: PE10, Buffet GDP to to total market cap, SPX mean reversion model. I expect the run up to continue into early 2025, then I'm taking money off the table. Probably around the SPX 6100-6180 area.

[@michaelg659]

No one wants to sell now even if they're up a lot because they will have to pay taxes in April 2025. So they'll hold until January - then everyone who has made money (a LOT of people) will sell.

[@abvincent12]

Licking my chops at the downside gain that awaits… what goes up this fast will come down two times harder.

[@martingerard2259]

Mott your straight analysis, no hyperbole. COme here to get Sober analysis.

[@dogegamer3288]

I like to see a good look an adjusted basis mean reversion. Forward basis and trailing ratios with aggregate price to book are the way to interpret that though. I see a good look there, but very expensive.

[@michaelwilson9921]

Come on guy. I'm with you. But the secret as always is riding financila bubbles up and shorting them only when they implode!

[@istvanpraha]

My issue is I thought it was happening around election day. The Trump Bump caught many of us by surprise apparently, since I saw zero mention of the possibility of it before election day, and the random basket of stocks that popped was, well, random. Now I have puts losing disgusting amounts of money and the stocks are just hanging up there like balloons, still, based on no news/change

[@wavymcfly]

Bro I love your videos and send your stuff everywhere all the time. Are you hiring by any chance?

[@DieselNutz]

Isn’t it the strongest too? I am confused

[@martingerard2259]

Thank you Mott giving Context to the Mania! Trees don't grow to the sky?

[@DieselNutz]

I should have watched this before close 🤦‍♂️ I didn’t realize Japanese data comes out after hours. Fuck I went heavy thinking NFP will be good tmrw

[@soloman747]

Even though last month's number was only 12K?

[@doyoueatrocks]

Very well presented case

[@dgillies5420]

Using the warren buffet indicator market is 2x avg valuation Usibg the John Bogle method of predicting returns over next 10 years, there is an annual drag of -7.2% based on quarterly p/e reverting to the mean ...

[@blank-964]

thanks

[@deseosuho]

To the point about trailing vs. forward looking PE: in every recessionary market downturn, average earnings come in way below guidance for the S&P 500 as a whole. Conditional on us entering a recession (and leading indicators like manufacturing and freight are absolutely in contraction, it's only a question of if the aggregate economy will catch up or avoid contraction), you can bet that the forward PE is less meaningful than trailing.

[@hoddtoward]

BTC hit 100k, thanks Santa

[@rc2276]

Just hold what youve got. Dont add new money in.

[@martingerard2259]

Jan 4th 2025?

[@tianchudang6242]

doesn’t care right now

[@gmarkv10]

That’s fair enough

[@gflixacervo]

LEGEND Please !!! WATCH FROM BRAZIL LEGEND IS NECESSARY

[@DieselNutz]

You are scaring me here bro 😂

[@mjbucar]

If this does not say wild euphoria, then what does?

[@garyxie2327]

Your honesty is certainly a great reminder of the market risk. Gratefuliy Yours

[@Themarketchronicles]

Always!

[@takeshi1242]

Inflation!!!

[@hikothe14th]

I'm gonna have to unsubscribe. This dude is relentlessly bearish and if i listened to all the doom and gloom, I'd be making no money off this crazy bull market

[@istvanpraha]

99% of the media is carefully curating bullish talking points and ignoring alot of information and things said on earnings calls, to create the false narrative of an exceptionally strong economy. But you can't take the 1% of media that is "bearish" aka normal? wow

[@TheCJUN]

Bye. Dude.

[@dgillies5420]

^ Shoeshine boy recommending stocks!

[@kingtigercrownestate9102]

Post your own analysis video showing why you disagree using charts.

[@viggizags]

Yeah I'm not buying any stocks but I'm participating with derivatives. No way I'm buying stocks but doesn't mean I'm bearish