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The S&P 500's CAPE Ratio entered the month of
September at 39, its highest level since 2000 and more than
double the historical average. It's now above 98% of
historical valuations, trailing only the dot-com bubble era.
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00:01 - 11/09/25
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We're
still not seeing that promised boom in manufacturing
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Some
of this is hedging, but short bets against treasuries are
certainly on the rise.
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The
labor market is slowing, and with it the economy is likely
to slow down, too.
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Probably because investors are
losing confidence in these governments.
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