Peak Prosperity Equities Are Churning While Bonds Are Burning
Jul 18, 2025
Paul Kiker, a financial planner at Kiker Wealth Management, dives into the tumultuous landscape of today's financial markets. He highlights the distress signals from bonds while technology stocks surge, especially NVIDIA. Caution is advised regarding private equity in 401Ks, as regulatory changes loom. Kiker also discusses the rising Treasury yields and the disconnect in the housing market, raising alarms for potential investors. Ethical concerns and the need for personal financial safeguarding are emphasized amidst the current economic chaos.
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Loss of U.S. Trust and Rule of Law
- Trust in the U.S. was a cornerstone of its greatness due to reliability and rule of law.
- Loss of this trust and rule of law threatens America's future greatness.
AI Stocks and NVIDIA's Dominance
- NVIDIA leads the stock market rally, powered by AI enthusiasm.
- One company now matches the combined market capitalization of France and Germany.
Bond Market Distress
- Bond yield spikes and drying liquidity signal bond distress.
- Liquidity drying up indicates waning investor appetite for bonds globally.
