Skippy & Doogles Weekly: Ferraris and Bubble Trouble
🔥 Market Take of the Week
Passive investing is now over 53% of the market. That’s great... until it isn’t. When everyone buys without thinking, price discovery dies — and systemic fragility creeps in.
🎙 This Week’s Podcast — Episode 237: “Ferrari Status & the Passive Investing Bubble” (Listen: Apple, Spotify)
Ferrari’s Discipline Strategy: Why selling fewer cars boosts long-term profits
Housing & Hopelessness: Why English-speaking young adults feel the dream is gone
Passive Investing Dominance: A warning from Duke's Campbell Harvey — are we buying blindly?
📊 Investing Insight of the Week
Over 22% of global stocks now trade at 10x sales.
That’s Dot-Com-bubble territory. For context:
10x sales = 10 years to break even with no costs.
In reality? That’s 20+ years, if you’re lucky.
🚀 Round the Horn
Stocks continue to very historically expensive
Time for some financial therapy for corporate leaders
One way to start a VC fund (with Jake Paul)
Callie Cox discusses being Tariff-fied
Comparing the “AI bubble” to the IT bubble of the 1990s
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