What Is the Price of Global Leadership?
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Source material behind every call on the tape.
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A 4% interest savings account has an equivalent P/E of 25 The S&P 500 forward P/E is around 25 The historic return on the S&P 500 has been about 10% per year. But things are different: P/E is now double …
TL;DR: The market is mispricing Micron and the memory sector because people still think this is a standard cycle. With HBM sold out through the year and margins hitting software levels, the AI bottleneck has permanently re-rated this industry. Wednesday …
Anyone seen these in person? And anyone investing in companies that’s manufacturing them? Any ETFs you can recommend if one wants to invest in these businesses? I didn’t know they’re already out in the public, thought this was 20 years …
I guess that is bullish for SpaceX?
Hello, I have been interacting with the stock market for four years and I have decided to write my first due diligence about a very interesting, but weird stock which is known as Data Storage Corporation (DTST) I have the …
Hello, I have been interacting with the stock market for four years and I have decided to write my first due diligence about a very interesting, but weird stock which is known as Data Storage Corporation (DTST) I have the …
I am investing in World Markets ETF’s and some government bond ETFs I try to avoid corporate bond funds as you often hear that they might be more related to the market and stocks. But thinking about that I wonder …
Yesterday I posted that I went all-in with my life savings — $171,000 — into Bitcoin. Right away the comments were full of people laughing at me: “Haha, Bitcoin is gonna crash anyway”, “Dumb move bro, should’ve bought something else” …