S&P 500Is 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.

发布时间: 2025-10-26 03:50:37

1分

数据加载中

关注推特

收听电报

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 )

3小时前由 Warren Pies 提交

点击图片查看原图

Markdown支持

评论加载中...

您可能感兴趣的：更多

JUST IN: Robinhood is set to join the S&P 500
时政
( twitter.com)

1个月前 • The Spectator Index • -- 点击 0 评论

最新消息：今天美股大盘继续跌，S&P 500今日跌幅刚刚超过1%
时政
( twitter.com)

7个月前 • 头条热点 • -- 点击 0 评论

When shareholders first voted on 2018 pay package, #Tesla was not in any index, and the pay package won decisively. In the second vote, forced by an activist Delaware judge, $TSLA was 1.2% of the S&P 500, and the pay package won decisively. Now $TSLA is 2.4% of the
btc
( twitter.com)

5天前 • Cathie Wood • -- 点击 0 评论

BREAKING: The S&P 500 ETF, $VOO, posted $20.9 BILLION in net inflows last month, the most in its 15-year history.
This is more than TRIPLE the $6.4 billion seen in March.
This also marks the 5th largest monthly amount ever taken in by a fund, according to Bloomberg.
Purchases
时政
( twitter.com)

5个月前 • The Kobeissi Letter • -- 点击 0 评论

Updated Model S & X!
btc
( twitter.com)

4个月前 • Elon Musk • -- 点击 • 下载视频 0 评论

00:00:38

YOU MUST TAKE PART IN REVOLUTION & New York City event!
不要错过我们在纽约的新书见面会，由美国笔会举办✍️ and I will talk about our graphic novel with James Tager on March 14th at P&T! 🔗 RSVP:
时政
( pen.org)

7个月前 • 巴丢草 Bad ї ucao • -- 点击 0 评论

🇺🇸T-MOBILE JOINS APPLE & SPACEX FOR STARLINK EXPANSION
T-Mobile is teaming up with Apple and to expand satellite mobile coverage, following record-breaking Q4 earnings.
The company added 903,000 monthly phone customers and 428,000 high-speed internet subscribers,
btc
( twitter.com)

8个月前 • Mario Nawfal • -- 点击 • 下载视频 0 评论

00:01:53

🇨🇳 EV TAKEOVER: CHINA TO SELL MORE ELECTRIC CARS THAN GAS IN 2025
The moment has arrived—China is expected to sell more EVs than gas-powered cars for the first time in 2025.
S&P Global Mobility projects EVs will make up nearly 30% of China's auto market, surpassing internal
btc
( twitter.com)

7个月前 • Mario Nawfal • -- 点击 0 评论

Congrats SpaceX team on 500 orbital rocket launch & landings!
btc
( twitter.com)

1个月前 • Elon Musk • -- 点击 • 下载视频 0 评论

00:00:15

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 )

时政

JUST IN: Robinhood is set to join the S&P 500 时政 ( twitter.com)

时政

最新消息：今天美股大盘继续跌，S&P 500今日跌幅刚刚超过1% 时政 ( twitter.com)

时政

When shareholders first voted on 2018 pay package, #Tesla was not in any index, and the pay package won decisively. In the second vote, forced by an activist Delaware judge, $TSLA was 1.2% of the S&P 500, and the pay package won decisively. Now $TSLA is 2.4% of the btc ( twitter.com)

btc

BREAKING: The S&P 500 ETF, $VOO, posted $20.9 BILLION in net inflows last month, the most in its 15-year history. This is more than TRIPLE the $6.4 billion seen in March. This also marks the 5th largest monthly amount ever taken in by a fund, according to Bloomberg. Purchases 时政 ( twitter.com)

时政

Updated Model S & X! btc ( twitter.com)

btc

YOU MUST TAKE PART IN REVOLUTION & New York City event! 不要错过我们在纽约的新书见面会，由美国笔会举办✍️ and I will talk about our graphic novel with James Tager on March 14th at P&T! 🔗 RSVP: 时政 ( pen.org)

时政

🇺🇸T-MOBILE JOINS APPLE & SPACEX FOR STARLINK EXPANSION T-Mobile is teaming up with Apple and to expand satellite mobile coverage, following record-breaking Q4 earnings. The company added 903,000 monthly phone customers and 428,000 high-speed internet subscribers, btc ( twitter.com)

btc

btc

Congrats SpaceX team on 500 orbital rocket launch & landings! btc ( twitter.com)

btc

创建一个新帐户

登录