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Source document· January 23, 2026

Warren Buffett said America's 'incredible period' was coming to an end. Was he right?

View original at finance.yahoo.com
Warren Buffett said America's 'incredible period' was coming to an end. Was he right? JOHANNES EISELE / Getty Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • America's 'incredible period' was coming to an end in 2023

    80% confidence
  • There will likely be a 10 to 20% drawdown in equity markets sometime in the next 12 to 24 months

    80% confidence
  • Investors should get used to making less returns

    80% confidence
  • Berkshire Hathaway wouldn't be immune to economic downturn

    80% confidence
  • If the Buffett Indicator approaches 200%, investors are 'playing with fire' as stock valuations rise faster than GDP

    80% confidence
  • The majority of Berkshire Hathaway's businesses will report lower earnings in 2023 than in 2022

    80% confidence
  • Massive tech companies dominate headlines and investment flows, but other companies are also executing well

    80% confidence

Data points we hold from this source

Toronto Stock Exchange · market performancedouble_digit_growth percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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