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Bernardo de La Paz

(60,320 posts)

16. It's the market, overall. Google & Meta not too bad at 28 and 29 respectively bc they are mature growth stocks

Reply to EdmondDantes_ (Reply #15)

Sun Nov 2, 2025, 04:03 PM

Nov 2

... with well established revenue streams.

But there is a lot of froth in the market. Palantir (Thiel, AI) at 666 times earnings (a funny number). Fermi (Rick Perry, data center energy) valued at $15.5 Billion, with zero revenue. Figma (user interface design) closed first day at $115, now is at $50 which is more reasonable, but earnings ratio is still 250.

The Shiller (Nobel laureate) CAPE (cyclically adjusted PE ratio) https://www.multpl.com/shiller-pe is at 40.88, second highest historically back to 1870s and nearly at 44.19 Dec 1999 levels of the dot com bubble.

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Is the banking system near collapse? [View all] angrychair Nov 2 OP

No. . . . nt Bernardo de La Paz Nov 2 #1

I guess we will see...n/t angrychair Nov 2 #2

We are in a risky phase. Bernardo de La Paz Nov 2 #9

Generally Agree ProfessorGAC Nov 2 #13

Dunno if 4000 or 2000 is where the bottom will be, but I expect a bear more than a correction Bernardo de La Paz Nov 2 #14

We'll See, But... ProfessorGAC Nov 2 #19

Is it the market or specific stocks that are overvalued? EdmondDantes_ Nov 2 #15

It's the market, overall. Google & Meta not too bad at 28 and 29 respectively bc they are mature growth stocks Bernardo de La Paz Nov 2 #16

Yeah the PLTR valuation is difficult to justify fujiyamasan Nov 2 #18

Is FDIC still in effect? SheltieLover Nov 2 #3

For the moment but Project 2025 wants to scale back protections. Ritabert Nov 2 #6

Ty SheltieLover Nov 2 #10

😁 Ritabert Nov 2 #11

Your theory has lots of missing information Fiendish Thingy Nov 2 #4

Think you misunderstood angrychair Nov 2 #5

The lack of detail doesn't support the conclusions Fiendish Thingy Nov 2 #7

Highly unlikely. anciano Nov 2 #8

There is no such thing as "running out of money" because it is fiat currency. Bluetus Nov 2 #12

Dollar different fr crypto bc industry & services are behind it. Nothing behind crypto except marked to the dollar. . nt Bernardo de La Paz Nov 2 #17

Well, I think that they ended some of the safeguards (the tRUMP adm) so this is no longer available to stop unwarranted SWBTATTReg Nov 2 #20

Mainly delinquencies and loan losses are up Buckeyeblue Nov 2 #21