WHY A 2008 CRASH IS LOADING NOW:
-Housing market at lowest since 2008
-Same Stock-ratio levels as in 2008
-Japan Bonds at highest level since 2008
- A sudden JGB selloff could trigger a global bond crisis
-Private and corporate debt are at record levels
-Top 7 stocks drive 90% of SP500 gains
- The most concentrated market since dot com
-VIX at highest level since bull run start
-Banks hold massive unrealized bond losses
-2008 crash was 6-9 Months after first rate cut
-Markets peaked in Oct 2007, euphoria before crash
-Retail traders were overly bullish, everyone thought the Fed would “save” the markets. Same as of now
-NVIDIA is trading at 30x sales, which is unsustainable
-Commercial Real estate, same big decline as in 2008
-Buffett Indicator above 180%, full bubble territory.
-Smart money is hedging for a potential crash
- Warren Buffet sitting on $330bn record cash!
-AI stocks heavily over leveraged and over priced
-New Accounting rules from Trump targeting Banks
-Fear from Trump actions to force the FED to cut