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Posted on 09/03/2025 8:22:27 AM PDT by Tom Tetroxide
Are we living through the biggest market mania ever? In this hard-hitting update, Mike Maloney lays out why he believes today’s setup outstrips 1929 and the dot-com era—and why stocks and real estate could correct together.
Inside you’ll see: • The valuation dashboard (Buffett Indicator, Tobin’s Q, CAPE, P/B) and why “long-term averages” may be misleading when you add an extra century of data. • How index concentration, mega-cap cash-flow multiples, and extreme P/Es mirror late-stage bubbles. • Classic warning lights: Dow Transports diverging, insiders dumping, and a yield-curve signal with a track record before major selloffs. • Why housing weakness raises the stakes—and why Mike thinks gold & silver remain the outliers.
If you want a data-driven tour of today’s “almost everything” bubble—and practical takeaways for protecting your wealth—watch to the end.
Chapters
00:00 Bubble scoreboard across history
03:00 Buffett Indicator & “bubble century”
08:00 CAPE, Tobin’s Q, P/B—what’s elevated now
11:30 Dow Theory: Transports vs. the indices
13:40 Insider selling & yield-curve trigger
21:30 Stocks + housing: a dual risk
30:10 Why gold & silver may be next
Don’t tell me, he works for Birch Gold.
Will Gold beat Nvidia?
Great post. I follow the “ greats”, Maloney, Schetchman, Schiff, Dalio, Armstrong , etc…ALL of their warnings have panned out to date.
Most everyone simply can not wrap their head around the fact that Gold/ Silver is not rising, but it is taking MORE of decreasing USD’s to buy Gold ( in every paper currency in the world)….global.
Those that understand, will prosper, as we are witnessing. Most don’t realize the paper USD has decreased 11.5 percent since January! Throw in our Inflation, and dollar holders have lost near 20 percent in purchasing power. Why hold something that is constantly decreasing in value?
I won’t discuss “ equal weights and measures “ ( Biblical) at this time.
Don’t tell me, he works for Birch Gold.
——————
It doesn’t matter who he works for, he is presenting the facts.
Gold up:
+22 percent , 6 months.
+ 42 percent, 1 year
+ 82 percent, 5 years
Silver
+29 percent, 6 months
+ 45 percent 1 year
+ 52 percent 5 years
Yeah, I bought silver 7-8 years ago, and I’m not complaining.
…….keep in mind a “ first” has occurred, Sovereign countries are now buying Silver, Russia and China’s Central Banks, and last week Saudi Arabia announced they are buying Silver…..keep stacking while it is still affordable.
A blind person could have seen 2008 coming a long way off. I saw it when people were taking out 135% HELOCs in 2003.
The way the government prints money a rise in gold and silver are no brainers.
Silver is better positioned because of the industrial uses.
Stocks may keep up, but who knows.
Dollar cost averaging has always been a good plan.
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“Armstrong , etc…ALL of their warnings have panned out to date.”
He failed to predict his three bankrupsies.
He failed to predict his losing $700 million of his clients’funds.
He failed to predict he would spend eleven years in the federal pen.
In 2014 he predicted gold would soar to $5,000 in 2015.
In 2014 he predicted that there would be a world financial collapse would occur in 2015.
In 2018, warned to get out of BitCoin at $5 and gold at $1,500.
July 2024 he predicted US cIvil unrest/WAR to happen just before the 2024 elections.
November 2024 he predicted a US civil war would happen the week of Trump’s inauguration with the US breaking up into four new countries in 2026.
December 2024 he said via Socrates that the 2024 elections would be the last in the US.
January 2025 he predicted US civil unrest on May 7. June, 2025: The EU is DONE – Ukraine Will Be Wiped off Map
March 15, 2025: Got suckered by fake story https://freerepublic.com/focus/news/4304515/posts?page=40#40
July 2025:Armstrong/Delta7 predicts NUCLEAR war https://freerepublic.com/focus/chat/4328805/posts?page=69#69
Don’t buy gold and silver unless you understand it. I listened to these experts in 2008 and lost my buy. These TV brokers get 40% right off the top. So if the price doubles, you break even, but the TV guys make a ton with no risk. If you really want to buy it, go to a pawn shop or gold buyer. They make 10%, but only selling.
Yep... same here. My 50-cal ammo can is full of pre-64 quarters in tubes. Can’t really recall the exact quantity, but it’s a very heavy insurance policy. At $40+ an ounce, I’ll let it ride, as geopolitical conditions show no sign of reversing any time soon.
“Don’t buy gold and silver unless you understand it. “
Yeah, gold as a component of a diversified portfolio is a good idea. It has done well over the last 20 years as has the S&P 500 and other market indices.
The key is diversification and leaving investments alone for decades to grow and absorb the ups and downs.
If you would like to be on a Gold & Silver PING LIST, please pm me.
The Gold & Silver Ping List covers the following:
Everything Gold & Silver
Stock market investments in mining companies,
etc.
I note that we are making great gains in Silver Mining Companies - not advice
It appears our country is happy with a target of depreciating the dollar by 2% per year. That is our goal. That is the BEST case scenario. AMAZING…..Never mind that we will routinely exceed that level, sometimes by a lot.
Old school here, I know—but I prefer zero inflation and a stable dollar. I think a guarantee of 2% depreciation a year, guarantees a higher level. I guess I am totally out of touch with modern monetary theory.
The ones pushing gold on TV cannot be trusted. Ad part of a portfolio is good, but don’t buy it from brokers if you want to take physical possession.
The gold/silver ratio also favors silver, at this time.
I bought some and it went down.
We sure are!
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