Don't Waste Your Time Timing Bubbles: Subscriptions Make This Market Nothing Like 1999

2025-10-10 10:34:54 ET

Subscriptions are the new taxes for the S&P 500

Boy oh boy, my podcast and media content feeds have turned the market's ( SPY )( DIA )( IVV )( VOO )( QQQ ) bearish bubble dial up to 99. It's fair to make a lot of comparisons to 1999; we're trading along the same CAPE ratio trends, price to sales, and price to cash flow, all of which have similarities. Earnings growth is quite a bit different, however, as is earnings resiliency. ...

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