Jan 23, 2025 · Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better

Jan 4, 2025 · Private investments surge (-600/86% chance) Degens aren’t leaving. They’re not f*cking leaving. (-475/83%) Money stays in money market funds.

6 days ago · The biggest theme in public markets over the last decade has been the complete and utter dominance of American companies. The Goldman Sachs 2025 Outlook has some …

Aug 5, 2024 · Blowing air on the flame, over the weekend we learned that Buffett dumped half of his Apple exposure. Alex Morris notes that Apple is still 30% of Berkshire’s equity portfolio at …

Jun 11, 2024 · This is not the 1990s stock market. From 1995-1999, 108 stocks in the S&P 500 doubled. 39 in 1999 alone.

Jun 18, 2024 · The S&P 500 is up 15.5% year-to-date. The average stock in the index is up 6%. The median stock is up less than 5%. It’s a hard year to beat the index.

Aug 25, 2024 · If global liquidity continues to rise, financial markets may strengthen further, with equities likely continuing their upward trajectory. A persistent increase in liquidity would likely …

May 23, 2024 · 55% believe the economy is shrinking, and 56% think the US is experiencing a recession, though the broadest measure of the economy, gross domestic product (GDP), has …

Jan 9, 2025 · I used to write a lot about the CAPE ratio. It was a big topic of debate for a few years back in the mid-to-late teens. For those who weren’t around or are unfamiliar with this, it …

Jan 10, 2025 · Stocks Are More Expensive Than They Used to Be. Because the Companies are So Much Better