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The last time just 10 stocks accounted for 38% of total market cap was just before the Great Depression (chart Goldman). Think of how much we've run up. Remember Trumps tariffs. Remember the Fed may not drop rates as quickly as we'd hoped. …
What an Old Idiom & Chat GPT Means for You
Definitions and Generally Accepted Interpretations:
Something new is replacing something that is old or out of date[i],[ii]
Life improves by replacing old things with new things.
To discard older, legacy…
Definitions and Generally Accepted Interpretations:
Something new is replacing something that is old or out of date[i],[ii]
Life improves by replacing old things with new things.
To discard older, legacy…
Wall Street’s reaction to hotter-than-estimated inflation data suggested growing bets the Federal Reserve has a long ways to go in its aggressive tightening crusade, making the odds of a soft landing look slimmer.
After a lengthy period of subdued…
After a lengthy period of subdued…
1. The Worst of Times: In hindsight, it was never going to end well when both stocks AND bonds were trading at crazy expensive levels. It is the worse case scenario for traditional passive buy and hold portfolios.Source: Dr. Timo Teuber2. Max…
Global vs US PE10 Valuations: One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the world. A big part of the divergence in price/value has been driven by a massive…
Are we officially in the process of being caught off guard? I wasn’t even going to write a note this morning, because it’s Sunday and I have a couple pieces planned for the week to come. But then I had an interesting set of realizations this morning…
