Epstein files are behind the unprovoked attack on Iran. The Orange Man is deflecting. Absolutely disgusting and devilish.
89
It ain’t hard to tell - Nas
Complex rhyme schemes and profound metaphors. Dope production and flow.
Technically, Illmatic is a GOAT rap album
32
Consumerism and materialism are contributing to rising mental health challenges in society.
Self-validation is the greatest virtue.
25
The S&P 500 is overvalued. Forward PE ratio is 24. Tread carefully.
HOWARD MARKS THIS MORNING:
- I don't see mania in the market right now.
- S&P is expensive, but the quality of companies are much better.
- I'd struggle to call the market a bubble right now.
some bullish statements by one of the biggest value investors out there...
30
The South African Reserve Bank’s MPC is sadly killing economic growth in South Africa. The illogical restrictive monetary policy is inexplicable and indefensible in the face of expected benign consumer price inflation and subdued demand-driven price pressures. @SAReserveBank
30
Oracle’s share price jumped 36% this week, making Ellison world’s richer man. Remaining performance obligations increased 360% in the Q to $455B. Oracle Cloud Infrastructure will grow 77% to $18B in the current financial year, and increased to $140B in 2030.
Massive!
36
South Asia is in turmoil: protesters forced the resignation of Nepal’s PM on Tuesday. In 2024, the Bangladesh government was toppled by student protesters; and Sri Lanka’s leader fled from the country in 2022.
Median monthly income is $250 in South Asia. People live in poverty
76
DOGE has only saved $5bn less than 0.1% of US federal spending), not $150bn, according to renowned economists. Modest achievement.
23
US tech stocks are still expensive. Another 10% drop will make stocks attractive priced. Tesla is trading on 92 times forward earnings. That’s ridiculous for a company that is losing market share.
56
Trump’s mental faculties have seriously deteriorated. Over the past few weeks, he’s been making bizzare and illogical decisions. What’s his agenda? The cult loves him blindly and regardlessly; this brigade lacks rudimentary understanding of Trump’s impact on the world.
28
Tesla is trading at a PE of 198x and a PEG ratio of 8.1, implying a 24% 1-year forward eps growth rate.
Very expensive stock; it’s a speculative investment at this stage. Investors are betting on Musk’s friendship with Trump…bizarre logic to buy stocks.
100
Tariffs increase prices for consumers and adversely affect demand; they also squeeze profit margins for producers due to higher input costs. It’s not rocket science. The equity market is responding appropriately.
43
US banks delivered strong earnings growth in Q4 2024. Today, Goldman Sachs’s, JP Morgan, Citigroup and Wells Fargo share prices are up by more than 5%. Inflation lap came in lower than expected…Fed rate cuts loading.
75