The big question, scored
Are we in a bubble?
Elevated · Frothy
Priced for perfection, no margin of safety.
This week
74/ 100
▲ +2 vs last week (72)
≥20% S&P drawdown · 12mo
14%BASE RATE
80% range 6%–26% · historical, not a forecast
52-week range
—
Elevated all year
What moved this week: Equity valuation rose (+2) and concentration rose (+3), lifting the index (net +2).
The AI lens — drill into the modules
Mag 7 Heat
62/100
AI's winners · concentration
SaaSpocalypse
Cyclical vs structural
Housing · next
47/100
Same template, drops in
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Monday mornings — the number + what moved. Free, never gated.