A New Era or Just Another Bubble?

For years, I’ve cautioned against the U.S. stock market’s extreme overvaluation. Despite these warnings, I’ve held onto a core long position—and it’s paid off. Now, however, I’m increasingly uneasy. I believe we're approaching a tipping point where investors will begin dissecting the fundamentals more closely.

Rather than focusing solely on macroeconomic analysis, today I’ll emphasize how we can actually profit amidst this uncertainty. Let’s explore what’s happening under the hood.