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In today’s show we discuss:
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Tweets/Bluesky:
It is worth remembering that although the top-heavy concentration in the late 1990s was rapidly reversed in the early 2000s, in the 1950s and 1960s the market remained top-hand for many years before excessive valuations finally took their toll. This can take some time. pic.twitter.com/twf9tvofuz
– Jurrien Timmer (@timmerfidelity) September 25, 2025
The leaders of the peloton, De Mag 7, continue to lead with their income and do not show any signs of appreciation excesses.
Take a wider lens to the Mag 7 and look at the Nifty Fifty, my study of the 50 biggest shares shows that we are nowhere near the extremes of the appreciation … pic.twitter.com/AALXYYJNEI
– Jurrien Timmer (@timmerfidelity) September 25, 2025
These figures are in billions. pic.twitter.com/70jtn1rdgi
– Josh Schafer (@_joshchafer) September 25, 2025
Worldwide new highlights do not fade … they are accelerated.
73 days of more new highlights than new lows … Long -length since May 2021
This is not an insulated force.
👉https://t.co/sfvrmktceh pic.twitter.com/2kp631d9f9
– Grant Hawkridge (@Granthawkridge) September 29, 2025
The four largest speculative “quantum” shares – $ Ionq $ RGI $ Qubt $ QBTS -today came to an average of 2,750% on an annual basis. Analysts estimate combined income from 2025 for these companies will be around $ 124 million. They have a combined market capitalization of $ 46 billion.
– Spoke (@Bespokeinvest) September 25, 2025
The number of livered ETFs has doubled over the past three years, and the management of assets have almost tripled since 2022@LeutholdGroup pic.twitter.com/y46cuciphu
– Gunjan Bnerji (@Gunjanjs) September 24, 2025
Wow. The last lecture at the GDP of the Q2 is 3.8%. (The first report was 3%)
The consumption was +2.5% in Q2. Both the expenses for goods and services were healthy.
The American consumer remained much stronger than many thought, even in the midst of a sale of the stock market and a lot of commercial insecurity. pic.twitter.com/qqpnjd7SDP
– Heather Long (@ByHeatherlong) September 25, 2025
There is a woman in San Francisco who charges $ 30K to name your baby.
She started at $ 100, but she went to eat with VCS and a friend told her that she had to charge more and nobody blinked.
The Bay Area is perhaps the best place in the world for things like this. pic.twitter.com/6ecy0iuiqe
– Sheel Mohnot (@pitdesi) September 28, 2025
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