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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
20
🚨TikTok CEO asked — “Why won’t you sell?”
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🚨TikTok CEO asked — “Why won’t you sell?”
“It’s not feasible,” & “would lead to banning of the app in the country.”
So, TikTok admits that it would rather sacrifice its U.S. users & revenue, than disconnect itself from a genocidal communist regime.
Logical business decision.
时政
(
twitter.com)
00:00:35
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