¡Alerta de burbuja! El Indicador de Buffett alcanza un asombroso 205%, señalando una sobrevaloración extrema del mercado

El termómetro de Warren Buffett acaba de marcar fiebre en Wall Street.

El legendario Indicador de Buffett —que compara la capitalización bursátil total con el PIB— ha tocado un preocupante 205%. Nunca antes visto desde los delirios previos al crack del 2008.

¿Sobrevivencia del más apto o ruleta rusa financiera?

Los tiburones de Wall Street ya afilan sus algoritmos. Mientras tanto, los pequeños inversores siguen comprando el 'esta vez es diferente' como si fuera un NFT en plena euforia.

Ironía final: Buffett sigue acumulando efectivo mientras el mercado juega a ser Icaro con cifras récord. Alguien debería recordarles cómo termina ese mito.

Trump tax bill passes Senate as Musk slams it, Powell hints at pause

President Donald Trump’s new tax and spending bill passed the Senate on Tuesday with a narrow 51-50 vote. The legislation, which includes sweeping budget changes, now moves to the House. But it’s already facing public criticism from major corporate names.

Elon Musk, CEO of Tesla, called the bill “utterly insane and destructive” on Truth Social. In response, Trump posted on the same platform calling for the Department of Government Efficiency (DOGE) to investigate the government subsidies that Musk’s companies have collected. This is the second time this year the two have clashed over federal funding and regulatory priorities.

Elon’s reaction came on the same day Tesla stock dropped more than 5%. It was one of the worst-performing names among large caps. His public comments raised concerns about political backlash against clean energy subsidies, a key part of Tesla’s business model.

Elsewhere, Federal Reserve Chair Jerome Powell gave a policy update during a European Central Bank panel in Portugal. Powell said that without Trump’s tariffs, the Fed would have likely cut interest rates again by now.

“In effect, we went on hold when we saw the size of the tariffs and essentially all inflation forecasts for the United States went up materially as a consequence,” Powell said. He didn’t clarify whether July would be too soon for another move, instead saying any decision would be based on data.

Corporate bitcoin buying overtakes ETFs for third quarter

On the crypto side, corporate buying of bitcoin continued to outpace ETFs for the third straight quarter. Public companies added around 131,000 BTC in Q2, increasing their holdings by 18%. In comparison, ETFs added 111,000 BTC, a growth of 8%. 

Leading the pack is Strategy, still holding the largest stash among public companies. But others are catching on. Ben Werkman, Chief Investment Officer at Swan Bitcoin, said the landscape is shifting. “It’s going to be very hard to catch Strategy’s scale,” Werkman said. “They’re going to be the preferred landing spot for institutional capital because of the deep liquidity around their equity, while these smaller equities are going to be really good risk returns for retail investors and smaller institutions that want more of that upside.”

Back on Wall Street, Berkshire Hathaway’s stocks responded to the Buffett hype. Class A shares closed at $733,214.44, up $4,414.44 or 0.61%, while Class B shares ended the day at $488.70, rising 0.60%. These gains came as the Buffett Indicator dominated headlines, though the company’s performance had no direct link to the broader market overvaluation that the metric tracks.

Markets had already recovered significantly after their April slide, triggered by Trump’s aggressive tariff policies. Back then, the S&P 500 flirted with bear market territory. Since then, things have turned. The S&P 500 closed out Q2 with a 10.6% gain, and the Nasdaq jumped nearly 18%.

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