Tim Pierotti
@timpierottti.bsky.social
Chief Investment Strategist at WealthVest. Former PM and Head of Consumer Research at The Galleon Group
I wonder how many of these retail buyers have ever seen a semi cycle where names trade at 5x ttm earnings
January 29, 2025 at 4:44 PM
I wonder how many of these retail buyers have ever seen a semi cycle where names trade at 5x ttm earnings
Fascinating that the spike in small business and consumer sentiment post the election has apparently not translated to a spike in activity.
December 24, 2024 at 5:03 PM
Fascinating that the spike in small business and consumer sentiment post the election has apparently not translated to a spike in activity.
I think you pose the core question for the economy and inflation in the near term
December 10, 2024 at 2:11 PM
I think you pose the core question for the economy and inflation in the near term