Peter Lynch said “If the P/E ratio is less than the growth rate, you may have found yourself a bargain”
Well what if that’s true for the entire S&P 500? Or is the 5-year expected earnings growth just wrong ? Source: Mindset for Money
Elon Musk says he will give one of his personal SpaceX shares to every American kid next year
Source: Kalshi
Indonesian stocks plunge -12%, the most since the Asian Financial Crisis in the late 1990s.
MSCI weighs removing Indonesia from its global benchmarks, says it no longer merits EM status Source: David Ingles, Bloomberg
BTFD ?
The 3x Long Semiconductor ETF $SOXL is on pace for its largest ever week of net inflows - Bloomberg Source: Bloomberg
Coreweave $CRWV does not represent the whole of NeoCloud.
Balance sheet check: • $CRWV — $35.07B debt | $5.52B cash • $NBIS — $8.55B debt | $8.04B cash • $IREN — $7.71B debt | $5.90B cash Source: FreeFromMatrix
73% of the companies in the S&P 500 in 1996 are no longer in the index.
That's capitalism in action. Creative destruction. Constant disruption. No company stays on top forever. Source: Peter Mallouk
56% of European Fund Managers are planning to reduce exposure to French stocks over the next 12 months, the most in history
Source: BofA, Barchart
Goldman Sachs still sees the S&P 500 climbing to 8,000 by year-end, 8,300 in six months and 8,700 within a year.
Earnings growth, not higher valuations, is expected to drive the next leg higher. Source: SABELNET
