Equities Markets Are Historically Overpriced. Here’s What Comes Next.

<p>FULL EPISODE</p><p>https://youtu.be/6X5gy_f-9es</p><p><br></p><p>DISCUSSION </p><p>💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk</p><p><br></p><p>CLIP</p><p>Rising yields aren&#39;t the danger most investors think they are, according to Douglas Padgett. But that doesn&#39;t mean markets are safe. He explains why the macro backdrop remains supportive while the S&amp;P sits historically above his fiscal-flow fair value. With September tax drains and fiscal seasonality approaching, Douglas explains why he&#39;d rather raise cash than chase the market higher.</p><p><br></p><p>SUPPORT</p><p>⚡️LNMS on Lightning: lnms@ln.mtpelerin.com</p><p> ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p</p><p>💵https://donate.stripe.com/9B600k5Tscv...</p><p>Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…</p><p><br></p><p>LINKS </p><p>📰 LNMS Newsletter: https://lessnoisemoresignal.substack....</p><p>🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn</p><p>🎧 LNMS on Apple: https://tinyurl.com/4apksnyn</p><p>🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku</p><p>🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw</p><p>🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p</p><p>🌐 LNMS Website: https://www.lessnoise-moresignal.com/</p><p>📖 Bitcoin Book: https://www.amazon.de/dp/1967693013</p><p><br></p><p>SOCIALS </p><p>Follow on X👉 https://x.com/pahueg</p><p>Follow on Nostr 👉 https://primal.net/pascal</p><p>Follow on LinkedIn 👉 / pascal-huegli</p>