Oracle up 40% overnight as a 600b company.
Hot IPOs (FIG, CRCL) that go up multiples on listing.
Largest stock in the world (NVDA) up 60% YoY.
PLTR up 4x YoY.
HOOD up 4x from April.
Bitcoin up 6x from 2023.
Crypto treasury companies up unspeakable amounts.
Gold up almost 2x since 2024.
S&P up almost 2x in 5 years, on a sky high PE ratio.
Is there really that much money in the world to buy these assets?
No more dips, ever?
Are we priced for everlasting money printing and a post scarcity world with AI?
Everyone is handcuffed to the market because cash is trash?
Are we really getting richer or are the numbers just getting bigger?
How are you approaching these markets?
What is happening with asset prices?
byu/dummonies ininvesting
Posted by dummonies
35 Comments
Global liquidity is rising and probably will for the foreseeable future.
I’m pretty much only in Bitcoin and gold, which have the highest correlation to global liquidity.
Everyone is running for safety from fiat.
Welcome to the early stages of hyperinflation
People with cash on the sidelines really want to know.
Keeping cash in sgov on fidelity waiting to buy the impending crater. Just a waiting game. Unemployment starting to creep up. Manufacturing job numbers bleh. Between Ukraine war and Gaza genocide international affairs have never been more of a shit show. Hardest part is doing nothing.
Melt up. This administration wants a 300bp cut. Inflation is “transitory”. Tariffs aren’t legal (pending appeal).
People are figuring out that cash is trash. Just keep buying and you will be fine.
hyperinflation combined with a presidential regime that is set on exit scamming with zero regard for the status off the dollar
Money (cash) becomes increasingly worthless.
Inflation
Prices trend. Volatility mean reverts. People like to think and trade otherwise, which is probably why most traders don’t outperform the S&P.
We are in the nothing makes sense part of the bubble
Number of retail momentum investors growing immensely. This won’t change until 1) unemployment rises heavily 2) stock market crashing and burning retail
S&P500 is still negative since January in all other major currencies. USD is cooked, is what’s up.
Friend, time in the market beats timing the market.
As the dollar becomes worth very little, the value of assets priced in dollars increases. Money printing and governmental borrowing reduces the value of the dollar.
It’s called a bubble.
Did you live through the dot com bubble? It felt the same.
Cash is Trash , as a gentleman said in another comment
The denominator is worthless
First time?
The one that should scare you is gold up 2x since 2024. When you see gold rise like this, all this other noise in the market means nothing. Theres storm brewing.
A lot of money is being printed, but it’s not going toward paying workers. Instead, more people are being laid off and budgets are being cut.
That leaves only one place for the money to flow into financial markets.
On top of that, tariffs are pushing more global investors to buy U.S. denominated assets.
I’m expecting a crisis or something in 1 or 2 years.
Very likely it will be some type of stagflation in the U.S
inflation in the EU
and recession in Asia
some weird combo that will throw everyone off.
Maybe it will never happen and we all live happily ever after lmao
Other than hot IPOs and commodities you listed the stocks are increasing in value because they’re increasingly profitable.
Where else do you store your capital? It’s either stocks, gold, or bitcoin, or all of them, because fiat currency and bonds are garbage. People are realizing that with recent rapid inflation, and things are only getting worse with increasing government debt and money printing. Bond holders and people sitting on cash are going to be the big losers over the next decade.
As I tell everyone all I have ever learned form investing since 2008 is:
1. Markets go up, down, sideways ALL the time.
2. NO ONE knows when any of the above will occur.
NO ONE knows why this stuff is going up. NO ONE knows when it will come down. Stocks indexes have ALWAYS shown a RTM (reversion to mean). Nothing suggest otherwise this time. That means what goes up WILL come down. When or slope of its descent… WHO KNOWS.
Follow the rules above and you will become a better investor.
They dont go parabolical. USD is just losing value in a hurry. So companies are able to charge, spend more.
Money printing. Thats whats happened. Look at M2 and thats the whole world.
yes cash is trash, you nailed it
Spoiler : it’s because dollar is melting
The rich are getting richer and they buy assets.
It’s called a bubble. The instant things tighten up, people start selling to cover expenses, then people get scared, then they sell from fear.
I wish I could tell you when, but I’d be a billionaire if I could do that. But it must happen at some point.
There are always corrections. Every 3-5 years the 500 historically sees a negative year. We have one coming…not sure why, but it will come.
The world is changing fast, mostly due to Trump (and what serves his interests).
Crypto is undergoing massive changes, and a rising tide lifts all boats (HOOD, BTC, crypto treasuries, etc.).
PLTR is part of the Trump corruption trade.
AI is possibly the biggest change / innovation we will see in our lifetimes, and investors are buying ahead of it (NVDA, etc.).
Things are just moving fast.
There are more US Dollars in circulation now so they’re worth less.
Apparently using the world’s banking system as a weapon against Russia AND starting a trade war with China within a few short years of each other was not the best move.
Bull market.
We are in a degenerative era of “investing” once we saw one person hit it big seemingly over night, the casino doors were open, fast forward to today and here we are.