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
11 Mar 2024
8 investment principles by Phil Fisher
Source: MnkeDaniel
