just a guy retweeted
Plenty of people are pointing out the big repricing in valuations we've seen this year, which makes stocks look visually ''cheap'' on a multi-year basis.
But equity valuations should not be looked at in a silo.
A short thread on the valuations of the stock market.
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just a guy retweeted
Overall, this was a big communication mistake that unleashed an unwanted market reaction
Tomorrow, I'll cover what this means in more details and do a Fed meeting deep dive on TheMacroCompass.Substack.com - make sure you subscribe so you get the article directly in your inbox!
13/13
Luckily I found the dumbest shit on the twitter today ... now what do I win?
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just a guy retweeted
I got in one little fight and mum got scared, she said you can’t slap Chris rock because your wife has no hair
just a guy retweeted
Trump and the Republicans are now claiming Trump was *tough* on Russia and Putin.
That's a lie.
We at the @MehdiHasanShow have the receipts. Roll the tape:
just a guy retweeted
TAX ALPHA: Most FAs say "Use Roth IRAs if your tax bracket's lower now than in retirement"🙄
A 401k can invest pre-tax; more invested sooner. More gains, but RMDs taxed as INCOME!
Roth invests post-tax dollars.
Let's assume 25% blended tax-rate and 500% return:(cont)
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just a guy retweeted
VIDEO Trump’s National Security Advisor John Bolton Says Trump WAS NOT Tough On Russia & WAS NOT Competent To Be President. #TheView
