April 1, 20242 yr S&P is already trading near record high multiples Price to sales Price to NTA PER What else happens in January? Next President Going to be some sort of mini crash or so.
April 1, 20242 yr Larry Fink is betting on infrastructure. Seems terrible imo. But he is pretty bullish apparently. Not a good sign....
April 1, 20242 yr Author 2 minutes ago, MrPancake said: Larry Fink is betting on infrastructure. Seems terrible imo. But he is pretty bullish apparently. Not a good sign.... He can share his money
April 1, 20242 yr 51 minutes ago, Dolf said: https://www.multpl.com/shiller-pe Yes, but.......try removing the FAANG stocks and then recalculate that P/E and see what you get, it falls by 50%. https://www.nasdaq.com/articles/whats-the-sp-500-without-its-faangs
April 1, 20242 yr Author Sales growth is slowing. Ratios are going high. Most money goes into the top 8 because of index funds. Earnings yields are falling.
April 1, 20242 yr 3 minutes ago, Dolf said: Sales growth is slowing. Ratios are going high. Most money goes into the top 8 because of index funds. Earnings yields are falling. The major banks guestimate the year will end around 5,200, which is lower than today, JPM says 4,600! Sell in May and go away, they say. I'm seriously considering taking an early holiday this year.
Create an account or sign in to comment