The Bubble Is Leaking

You won’t fully know when “the bubble” pops, but there will be signs. Did we see some this week?  A smoking gun from TechCrunch?  Or do we just not truly understanding the 4D Chess of tech behemoth accounting?  Plus a few laugh-out-louds with the Sonoma team to lighten the mood in a red week in the market.  Let’s go...  The Bubble Is Leaking  This week On The Markets, Sonoma Wealth Managing Principals Daren Blonski CFP®, Chris Sipes CFP® and Sonoma Wealth Marketing Director Dano Weir look at: • A report of leaked documents from OpenAI that may paint a very different picture of their actual revenue (and therefore value) then the one they’ve been hinting at. • “US Stocks are expensive” is a common (and true) refrain, but would you be stunned to find out we’re not the most expensive in the world?  What country beats us by 5x. • Do rough weeks for Microsoft, Tesla, NVidia and Palantir mean the AI bubble is real and leaking? • But what key support was held that could ease fears, for now.  0:00 Intro and OpenAI leaked documents 11:00 US’s share of the world economy 12:31 New Zealand smokes the US in price to earnings ratio 15:08 Investor sentiment 16:20 Major corrections in Bitcoin’s history 17:57 Chances of a Fed rate cut 21:09 Consumer Sentiment 24:25 Existing home sales since 2000 27:01 Private equity ETF performances 33:50 Emerging markets 34:30 Earnings have helped large cap US 35:58 A look at valuations 38:20 AI Capex low in GDP terms 40:33 S&P this week and a definition of “candles” in the market 45:55 Does VIX have a clue for us? 46:52 10 year treasury 47:40 Silver and gold this week 49:20 Bitcoin getting smoked 50:30 Palantir this week 51:53 Heat map 57:10 Oil this week 57:40 Bonds this week   Take Sonoma Wealth's Free Wealth Analysis right here: https://sonomawealthadvisors.com/  Full Video available on our YouTube Channel _______________________________________ Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.  The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed.  Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information.  A professional advisor should be consulted before implementing any of the options presented.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Viewers and listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.