The Joseph Carlson Show The Stock Market Valuation Is Worrying Analysts
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Oct 3, 2025 Market analysts express worries over irrational valuations as JP Morgan warns of slowing growth and rising inflation. ASML hits an impressive milestone above $1,000, prompting discussions on whether to hold or trim big winners. Elon Musk stirs controversy with a Netflix boycott, raising questions about subscriber behavior and the streaming giant's response strategy. Meanwhile, Microsoft flexes its pricing power with a significant Game Pass hike, and FICO's new direct-to-consumer approach puts pressure on Equifax.
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Market Euphoria Vs Economic Signals
- JP Morgan warns the market is irrationally ignoring slower growth and rising inflation.
- Joseph Carlson argues investors staying invested has repeatedly outperformed bearish calls.
Start Investing Regularly Now
- Start depositing money from each paycheck into assets to transition into asset ownership.
- Use modern brokerages with free trades to make investing accessible at any income level.
Quality Compounds Over Time
- Holding high-quality compounding companies usually outperforms frantic trading or market timing.
- Valuation shifts don't negate long-duration growth if fundamentals remain strong.
