Quote:
Originally Posted by Yoda
I Have been watching on YouTube a series of lectures given by none other than Warren Buffet on the state of current financial markets. Warren basically states that markets are about to go into a major correction period, pointing out such morbid things that the current inverted yield curve on bond prices was present in 1929, 1987, 2005 when crashes occurred. He urges people to diversify, moving into alternative assets such as real estate and, yes, collectibles, art, wine etc. but no mention of sports stuff. He hates gold. Maybe when the market correction comes we will be alright. Maybe we will all be living in caves.
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So much is relying on AI and the companies that support AI. It's a bit early for those industries to wash out, but at some point winners and losers in the race for monetizing the heavy up front investments will need to be realized.
So many other corps are making "record revenues" but also experiencing record expenses.
Beyond that, a lot of money is tied up in private lending debt...banks are still the big boys in lending to companies, but there's a lot of not-very-transparent private debt funding very important parts of our economy.
Speaking of debt, household debt and credit (which is much easier tracked) is getting concerning.
I have no idea how to handicap any of this overall, but a big chunk of the positives are holding onto a single industry that's not established enough to make a reliable roadmap for how things may play out.
11-23-2025, 01:44 PM
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