😂😂😂
😂😂😂
God help us.
www.nytimes.com/2025/03/27/b...
God help us.
www.nytimes.com/2025/03/27/b...
This is not a Left vs Right Thing
It is Up vs Down
You are not alone. You are not crazy.
This is not a Left vs Right Thing
It is Up vs Down
You are not alone. You are not crazy.
Our "Select 15" portfolio is currently up 41.7% since the start of 2023, and we have our first double-bagger
Our "Select 15" portfolio is currently up 41.7% since the start of 2023, and we have our first double-bagger
James Baldwin
James Baldwin
FINE I'LL TELL 'EM!!
$SPX trading at 22.3X FWN12M EPS. Is that expensive? Yes! Does it mean SPX can go down next year? Yes. Does it mean SPX can go up next year? Yes.
Valuations, not a timing tool, a better measure of sentiment
FINE I'LL TELL 'EM!!
$SPX trading at 22.3X FWN12M EPS. Is that expensive? Yes! Does it mean SPX can go down next year? Yes. Does it mean SPX can go up next year? Yes.
Valuations, not a timing tool, a better measure of sentiment
www.newyorker.com/magazine/202...
www.newyorker.com/magazine/202...