🚨 The Great Divergence: Extreme Greed on 99th Percentile Valuations

07/11/2025 13 min

Listen "🚨 The Great Divergence: Extreme Greed on 99th Percentile Valuations"

Episode Synopsis

These sources provide a comprehensive analysis of the financial market's complex state, highlighting a major contradiction between extreme valuation and pervasive fearamong investors as of November 2025. One source, a "Volatility Dashboard," indicates generally non-extreme sentiment with a moderate bullish tilt (Put/Call Ratio) and low bond volatility (MOVE Index), though the AAII spread shows slight bearishness. The other, more detailed source, argues that while long-term metrics like the Schiller P/E ratio are at 99th-percentile levels, indicating "Strongly Overvalued" prices driven by a few AI-related stocks, broader sentiment indicators like the CNN Fear & Greed Index are flashing "Extreme Fear." This detailed report attributes this paradox to a fragile, two-tier market structure and a "macroeconomic fog" caused by a government shutdown delaying critical inflation and employment data. Ultimately, both sources monitor investor psychology and market stability, but the detailed analysis concludes the market is in an unstable equilibrium due to the high concentration of value and high levels of uncertainty.❤️ To track total market temperature, welcome to search and download iOS App “Buffett Indicator” from Apple App Store.📈 欢迎从Apple Store上下载我们最新开发的市场泡沫监测应用Buffett Indicator,可以每天收到最新的巴菲特指标提醒,快去下载噢!https://apps.apple.com/us/app/buffett-indicator/id6747404614