No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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We often think we are smarter than the "herd", but history shows that even geniuses fail when liquidity dries up.
I did a deep dive into the South Sea Bubble (which bankrupt Isaac Newton) and compared it to the current 2026 market structure.
Two key data points concern me:
US Households now hold 41.6% of their assets in stocks (ATH).
Insider Buy/Sell ratio is at historic lows.
I made a short documentary analyzing the psychology behind buying the top: https://youtu.be/E-SAuIVFr-Q?si=P_wREdDNuHgkjaIp
Do you think we are in a "New Paradigm" or just another cycle of madness?