The Stockmeister
1.2K posts

The Stockmeister
@The__Bull
Investor. Be fearful when others are greedy and to be greedy when others are fearful. W.E Buffett
Ireland Katılım Nisan 2020
1.7K Takip Edilen182 Takipçiler

Concerning 🚨
The bond market acts as a powerful check on excessive government spending and reckless central bank policies....often described as the "hand brake" on irrational exuberance.
Many younger investors haven’t witnessed how devastating it can be, as in the early 1970s stagflation era, when soaring inflation, rising bond yields, and economic turmoil fueled a severe bear market.
The S&P 500 dropped about 48% from its early 1973 peak to its late 1974 low (with the Dow falling around 48%) amid high inflation and recession.
What’s particularly concerning now is that equities appear extremely overvalued by many historical measures. Key indicators like the Shiller CAPE ratio, Buffett Indicator (market cap to GDP), and forward P/E ratios sit well above long-term averages...often in the top percentiles or strongly overvalued territory...with some models implying very low future returns. The median stock’s valuation is significantly higher than historical norms, suggesting a reversion could mean substantial downside, potentially 50% or more for broad indices if history rhymes.
It’s all fun and games for now, but most of today’s market participants have never endured a true, prolonged bear market like the 1970s or even 2000-2002.
Shown below is the severity of the situation moving forward.
Stay vigilant.✨

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The Stockmeister retweetledi

Gold has so dramatically outperformed the S&P this century that you’d think CNBC would be recommending it to investors. But they’re not. Peter Schiff explains why.
(0:00) Why Schiff Decided to Start Buying Gold
(10:45) You're Being Lied to About Inflation
(23:39) How the Government Secretly Rigs the Economy
(25:25) The Unemployment Rate Is Much Higher Than You Think
(27:27) What Was the Result of the Big Beautiful Bill?
(30:10) Is the Housing Bubble About to Pop?
(36:20) The Real Reason College Got So Expensive
(40:30) The Real Reason Healthcare Got So Expensive
(43:50) Crypto vs. Gold
(58:11) Will Bitcoin Be the New Global Reserve Currency?
(1:02:11) Why Corporate Financial Channels Hate Gold
(1:15:04) The Secret Gold Scam Stealing From Americans
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Greatland’s 27.8x sits only marginally higher. This points to a valuation that is more aggressive than the industry average but still significantly lower than the 73.4x peer average cited in the data.
The stock screens as trading at a wide discount
#GGP
simplywall.st/stocks/au/mate…
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Tip of the Iceberg, Fraction of a Fraction…
Familiar phrases since the PFS for #GGP investors!
The past year saw @Greatland_GGP transform into a leading Aussie Producer. 2026 will hopefully see shareholder value increase as key milestones are achieved - spot the cameos! 😀

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Rick Rule last night-
“I rate Greatland as a 5, simply because there are some aspects of what they’re involved today that I don’t understand.
I suspect that the fault is more mine than theirs.”
27:12 - I concur ☺️
youtube.com/live/wnkV9-iJN…

YouTube

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The Stockmeister retweetledi

#GGP
A very regal result. Not short a bit of cash generation.
I've had my Phil of these.
King of gold down under.
Bear with me, but not for long!

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