27 Mar 2024
The 12 Worst Investment Funds Over the Past Decade
by Visual Capitalist
27 Mar 2024
Current SP500 vs. election seasonality
by Win Smart, CFA
26 Mar 2024
𝗪𝗵𝗮𝘁 𝗶𝘀 the 𝗔𝗹𝘁𝗺𝗮𝗻 𝗭-𝗦𝗰𝗼𝗿𝗲?
By Brian Feroldi
14 Mar 2024
Apollo just doubled down on their view that we are in a bigger bubble than the 2000 Dot-com bubble.
3 weeks ago, they said the current bubble is "bigger than the 1990s tech bubble." They note that the Forward P/E ratio for the top 10 tech stocks right now is ~40x. Compared to 2000, at the peak of the Dot-com bubble, the Forward P/E on the top 10 tech stocks was ~26x. Now, Apollo says that ~30% of stocks have a P/E ratio of 30x or more. Overall, Apollo says that P/E ratios now are much higher than they were in 2000. What's next for AI hype? Source: The Kobeissi Letter
14 Mar 2024
Store of Value
Source: CNBC
13 Mar 2024
Warren Buffett's Checklist
Source : brian feroldi
13 Mar 2024
It is about missing the best days, not missing the worst days.
Source: Eugene NG
12 Mar 2024
Stock Bubble mentions in the media are at 2-year highs but still well short of the meme-stock mania period in early 2021
source : bloomberg, barchart
