Michael Saylor seems crazy to me, and he has a history of shaded dealings. As I said in an earlier post my trade was more about him than just Bitcoin.
Oh. Whatever it is, doesn't make for a very rosy stock chart. Look out below!
But as for the larger consideration - bitcoin - that is also prone to trade in larger swings than I am comfortable with. This goes for crypto as well (Etherium). Just not a good fit for my tolerances.
Some people seem to be able to make it work for them, though. Atleast so far.
The current Buffett indicator is approximately 219.9% (as of November 15, 2025), indicating that the total U.S. stock market value is significantly overvalued relative to the Gross Domestic Product (GDP). This high level is among the highest on record and suggests the market is currently valued far above its historical trend line, with some analyses using data from late September or early October 2025 placing it even higher, around 220% to 230%.
Indicator value: Approximately 219.9%
Calculation: The ratio of the total U.S. stock market's value to the nation's GDP
Historical context: The current reading is well above the historical median of about 80.3% and has reached some of the highest levels on record.
Implication: A ratio above 100% is generally considered overvalued, and the current level suggests the market may be "playing with fire," as Warren Buffett once stated.
Contributing factors: The surge is attributed to strong performance in large-cap stocks and AI-related enthusiasm, which has pushed market capitalization up faster than GDP growth.
would this be the Same Berkshire Hathaway that is "snapping up a new stake in the tech giant" Google/Alphablet?
At least according to Investopedia it would.
Funny how that works - their metrics indicate overvalued markets though they are buying up big positions in one of the most highly valued companies.
From Investopedia today:
"S&P 500 Gains and Losses Today: Dell Stock Drops; Google Parent Alphabet Climbs on Bet by Buffett's Berkshire" - Investopdia wrote:
Shares of Google parent Alphabet (GOOG, GOOGL) jumped 3% to lead gains on the S&P 500 after a regulatory filing revealed Warren Buffett's Berkshire Hathaway (BRK.A, BRK.B) snapped up a new stake in the tech giant. In addition, Alphabet's YouTube TV reached an agreement with Walt Disney Co. (DIS), bringing an end to a carriage dispute that had resulted in the removal of ESPN and other Disney properties from the streaming service for several weeks.
Google also launched AI-enabled travel tools designed to help users build customized itineraries, integrating flight and hotel searches along with other services like event bookings and restaurant reservations. Operators of competing online travel booking platforms slid, with Expedia Group (EXPE) stock losing nearly 8%. Shares of Booking Holdings (BKNG) and Tripadvisor (TRIP) also moved lower.
Berkshire Hathaway left value investing some time ago. I doubt Buffett has done much stock picking the last decade.
They bought 5 billion dollars worth of Google Stock in the 3rd quarter of this year.
I would think this might warrant a bit of attention over there.
And interesting if their own metrics indicate such overvaluation in the markets as you have noted, they continue to invest without limiting themselves to value investing.
🩸All of the $MSTR Ponzi Preferreds are getting slaughtered
This not only destroys Saylor’s ability to keep raising funds to prop up Bitcoin… it’s sending the dividend yields flying, leading to a panic selling doom loop among the fixed income share holders https://t.co/l11h30j1ktpic.twitter.com/OD3I6srcWE
Not many of you have probably heard of a “teardrop event” but let me explain how it unfolds. It starts as a completely normal correction with just a touch of fear. That fear slowly builds, but it never quite hits the “extreme fear” zone. Then the hopefools—who’ve… pic.twitter.com/qtpUOyPubB
As of the close today, I have paired (sold) about 80% of my Etherium holding. And at a loss.
Seattle you need to hire Igy as your investment guru. He has never lost money on an investment it seems.
Since we are in full disclosure mode, I was even at yesterday’s NASDAQ low on all SOXS, tried to sell two lots up 40% on limit orders, but did not execute. Closed down 8% on all at today’s close. Now add to the losses aftermarket on NVDA results. I have an aftermarket buy limit order in.
Seattle you need to hire Igy as your investment guru. He has never lost money on an investment it seems.
Since we are in full disclosure mode, I was even at yesterday’s NASDAQ low on all SOXS, tried to sell two lots up 40% on limit orders, but did not execute. Closed down 8% on all at today’s close. Now add to the losses aftermarket on NVDA results. I have an aftermarket buy limit order in.
My hunch going forward is that after tomorrow's opening bounce, we'll see some profit taking, and perhaps relatively quickly (by mid-morning). Also shorts piling in.
Then back to fear mode, exacerbated by increasing unease about interest rate cuts before the end of the year, and even more bubble concerns due to this bounce, and the fact that with this late in the quarter earnings announcement, all the news is out (therefore, sell the news).
Was this a surprise? I wouldn't think so given the news from Microsoft, Apple, Google, etc. had given about strong increases in their AI spending going forward when they each announced earnings over the last few weeks.
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