Through analysis of Shiller PE ratio and consumer sentiment historical data, this article reveals the systemic risks facing our current economic system. Data from 1960 to present shows we're in a dangerous stage similar to the periods before the crashes of 1929, 2000, and 2008....
risk warning
For the first time in 30 years, a stunning divergence: stock valuations near all-time highs while consumer confidence plunges to 2008 financial crisis levels. What do these two diverging curves predict? The warning signs from 1929's Great Depression are reappearing....
Deep comparison between the 2000 telecom bubble and today's AI boom reveals three dangerous similarities: excessive optimism, circular financing, and customer concentration. AI must reach automotive industry scale to justify current investments. History shows: technological revolutions and bubbles...
The Magnificent Seven's combined market cap now nearly equals the entire global M2 money supply. This astonishing data point conceals enormous liquidity risks. History shows us that every time such extreme valuations appear, market corrections are brutal....
A deep dive into the bank lending tightening indicator (DRTSCILM), analyzing its role as an economic recession warning signal through historical data comparisons, helping ordinary investors understand and respond to potential financial risks....
DRTSCLCC measures the percentage of banks tightening credit card lending standards. Historical data shows it reached 66.7% during the 2008 financial crisis and hit a record 71.7% during the 2020 pandemic. Currently at 10.4%, it indicates moderate tightening worth monitoring but not yet at dangerous...