Adam Kesher
@ilikeevian.bsky.social
Best I can do is be bullish EUR and BCOM 😀
January 23, 2026 at 5:18 AM
Best I can do is be bullish EUR and BCOM 😀
Playing devil's advocate: corp. tax rate is down from 20% to 13% per MS, $ is down ~10% YoY. That brings PE to 19x.
Plus, $ is set to decline even more and rates to get demolished for next 4 years. And you get the best corporate governance on the planet. With all that is it insane to pay 19x?
Plus, $ is set to decline even more and rates to get demolished for next 4 years. And you get the best corporate governance on the planet. With all that is it insane to pay 19x?
July 23, 2025 at 4:53 AM
Playing devil's advocate: corp. tax rate is down from 20% to 13% per MS, $ is down ~10% YoY. That brings PE to 19x.
Plus, $ is set to decline even more and rates to get demolished for next 4 years. And you get the best corporate governance on the planet. With all that is it insane to pay 19x?
Plus, $ is set to decline even more and rates to get demolished for next 4 years. And you get the best corporate governance on the planet. With all that is it insane to pay 19x?
Given how true the third one is in the markets, I'm beginning to accept the first two must be true as well 😀
June 22, 2025 at 7:42 PM
Given how true the third one is in the markets, I'm beginning to accept the first two must be true as well 😀
So much lying going around, markets seems the only way to try to get the rough truth
June 17, 2025 at 3:52 AM
So much lying going around, markets seems the only way to try to get the rough truth
Tom, please do a long form interview so people can understand your market views. Thanks 🙏
June 3, 2025 at 12:06 AM
Tom, please do a long form interview so people can understand your market views. Thanks 🙏