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This Time Is NOT Different.

May 13, 2026

The creator discusses historical market peaks driven by extreme valuations in 1929, 1965, and 2000, noting that current valuations are even higher. Despite geopolitical tensions, corporate profits have tripled over the last 15 years, supporting these high valuations. However, a significant drop in corporate profits as a percentage of GDP could trigger a market reset.

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The creator discusses historical market peaks driven by extreme valuations in 1929, 1965, and 2000, noting that current valuations are even higher. Despite geopolitical tensions, corporate profits have tripled over the last 15 years, supporting these high valuations. However, a significant drop in corporate profits as a percentage of GDP could trigger a market reset.

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