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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
5
I spoke at a pro-peace vigil in San Francisco where people from diverse backgrounds, including Israelis, Palestinians & Arabs shared their perspectives & grievances. The goal was to listen to one another & seek common ground across our disagreements to promote a new path forward.
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I spoke at a pro-peace vigil in San Francisco where people from diverse backgrounds, including Israelis, Palestinians & Arabs shared their perspectives & grievances. The goal was to listen to one another & seek common ground across our disagreements to promote a new path forward.
时政
(
twitter.com)
00:05:39
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