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S&P 500
Is the market overvalued or in a bubble? Contrary to consensus - no.
If analysts are correct and margins expand to 15.5% by 2027 (+180 bps), then multiples remain more likely to expand than contract.
Less cyclical index composition + higher margins = rising multiples.
时政
(
twitter.com
)
由
Warren Pies
提交
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LADIES & GENTLEMEN.. Our 2nd episode, Sports Chokes.
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LADIES & GENTLEMEN.. Our 2nd episode, Sports Chokes.
Al Michaels & Bob Costas join Ari & Ben as they try to land on 1 DEFINITIVE Sports Chokes Rushmore. Thru some debate & phenomenal story telling we discover which 4 sports chokes should be etched in stone forever.
HOW'D WE DO?
btc
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twitter.com)
00:42:15
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🚨 NEW: Vice President JD Vance on Elon Musk & DOGE:
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🚨 NEW: Vice President JD Vance on Elon Musk & DOGE:
"Elon is not disappearing. $160 billion in savings, that's a lot. Nobody said that the work of DOGE would only last 110 days. We think there's a lot more waste & fraud that we can find. We're going to save the American people
btc
(
twitter.com)
00:00:42
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