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Markets on the Move: Balancing Record Highs with Rising Risks
The S&P 500 hit 11 record highs in 30 days, but risks are mounting. With earnings, Fed policy, and global trade in focus, investors must balance opportunity with caution.

Girish Appadu
Jul 292 min read


The Buffet Indicator has reached an all-time high.
The Buffett Indicator has hit a record high of ~210%, signaling potential market overvaluation. This surpasses past peaks in 2000 and 2021. With rising debt, inflation, and economic uncertainty, Berkshire Hathaway is holding a record $347.68B in cash. Staying informed and focused on long-term fundamentals is key.

Girish Appadu
Jul 241 min read


Is your financial advisor helping you feel more confident, less stressed and giving you back valuable time?
At Intrasia Wealth , we believe great financial advice goes far beyond portfolio performance. A new Vanguard study, The Emotional and...

Girish Appadu
Jul 231 min read


Is 2025 the comeback moment for Active Managers?
2025 is bringing a market shift with the MSCI World ex-USA and the S&P 493 are outpacing Big Tech. With breadth returning, active investing may finally be back in play.

Girish Appadu
Jul 221 min read


Markets Climb as Economic Data Outperforms: Inflation, Retail Sales & Earnings in Focus
Last week, equity markets continued to push higher, with both the S&P 500 and Nasdaq hitting fresh all-time highs. What’s driving the...

Girish Appadu
Jul 212 min read
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