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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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You know what dear followers, this is what happened yesterday in the Swedish Parliament. A unified Parliament voted in favor of sending the 18th & largest military support package to #Ukraine.
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You know what dear followers, this is what happened yesterday in the Swedish Parliament. A unified Parliament voted in favor of sending the 18th & largest military support package to #Ukraine.
Then we applauded the decision, which seldom happens. 👏
#SlavaUkraini #SlavaUkraïni
时政
(
twitter.com)
00:00:11