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Ben Carlson, industry influencer, raises questions about recent trends in the stock market, referencing never-before-seen activity, current valuations, and significant issues like government debt to GDP reaching 100%.
Carlson also points to discussions about hyperscaler super growth, the possibility of a lost decade for long bonds, and assesses why housing did not develop into a bubble this time.
Carlson has recently highlighted rapid growth among top U.S. tech companies, noting that Nvidia, Google, Microsoft, and Apple now approach $17 trillion in combined market capitalization. He also pointed out that the S&P 500 has doubled in value since the 2022 inflation-driven bear market bottom. These observations follow his latest questions about stock market trends and valuations.