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PB proslijedio/la je Tweet
This chart blows my mind! The US PEG ratio is at an all-time high after almost doubling in the space of 12M to 1.8X – a +4 standard deviation move! US LT EPS growth has never been so expensive. Earnings need to stage a big comeback in ’20 to justify these record valuations.pic.twitter.com/n2yD7JdRC7
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Great interview with Russell Napier (starts about 15 min in). I agree with his conclusion that the next deflationary crisis will trigger MMT. He then brings his deep historical expertise to bear to explain the brave investment world after my Ice Age thesis ends.https://twitter.com/MacroVoices/status/1220490149999583232 …
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I just rewatched The Big Short. Great film but it made me pause to think about BBB bonds with spreads at all time lows and the ISM at 47. What would be the best way to play that the future downgrade rate of BBB is wrong? I think they trip into CCC, which a cant absorb it.
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PB proslijedio/la je Tweet
Visualizing the Expanse of the ETF Universe https://www.visualcapitalist.com/visualizing-the-expanse-of-the-etf-universe/ …pic.twitter.com/2CmsGQgyCL
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This is always a clear sign that the bust is close! I remember hearing similar “end of the business cycle” declarations about ‘The Great Moderation’. Actually didn’t Chancellor Gordon Brown claim that New Labour had ended Boom and Bust. Sadly these claims are always wrong.https://twitter.com/biancoresearch/status/1219975008472195072 …
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Much is made of how interest coverage is high for US stocks despite swelling corporate debt burden. But it is massively skewed by the cash-rich top decile, SocGen notes. Weaker companies look vulnerable.pic.twitter.com/7xUlPpfvTZ
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The number of new houses constructed per person in the rich world has fallen by half since the 1960shttps://econ.st/2NMP6h1
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S&P 500 total returns since 1872 is a fun chart from BAML:pic.twitter.com/nhNgsektod
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"Technology and globalization have made many discretionary goods cheaper. However, basic costs such as education, housing, and healthcare have ballooned compared to the rate of inflation over the past decade." https://www.visualcapitalist.com/10-insights-global-trends/ …pic.twitter.com/zgQcxfUuXv
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Global stock markets since 1969. Equal Weight beats GDP Weight which beats Market Cap Weight (and likely value beats them all). via
@InvescoUSpic.twitter.com/U0iuLPiuLC
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PB proslijedio/la je Tweet
european growth vs. value valuation spread at ATH https://www.starcapital.de/en/research/studies/ …pic.twitter.com/4XWCgIx0Pw
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#commodities#gold#copper are the cheapest in a generation compared to#stocks#bonds#realestatepic.twitter.com/W4y5J0uFSB
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S&P 500 CapEx relative to buybacks and dividends https://blogs.wsj.com/dailyshot/2019/12/11/the-daily-shot-small-firms-increasingly-expect-to-boost-workers-pay/ …pic.twitter.com/w8Y8ioZXx2
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“There’s been a relatively quiet, strategic movement into energy by a group of billionaires” ... hated on ESG grounds, large parts of the ecosystem distressed, worst performing sector of 2019. smart money buying ... what more do u want?https://www.ft.com/content/074ac240-16ea-11ea-8d73-6303645ac406 …
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Here are the average EV/EBITDA multiples of U.S. equities by credit rating. As you can see, the lower quality the credit, the lower the EV/EBITDA multiple. This makes sense. Why then do PE deals, which are B or CCC, trade at >12x EBITDA?pic.twitter.com/nQNAkpzzgY
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Bloomberg Headline: "Here's the Euphoria" ----------------------------------- NJC: 24/7 Mark-to-Market vs Quarterly Mark-to-What-the-Accounting-Firm-In-Our-Employ-Markspic.twitter.com/LXrqSsFB34
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PB proslijedio/la je Tweet
History of interest rates over 670 years https://www.visualcapitalist.com/the-history-of-interest-rates-over-670-years/ …pic.twitter.com/roxpdhDDoY
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PB proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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This year 16 media firms will spend a total of $100bn on content, roughly the sum invested in America’s oil industry this yearhttps://econ.st/2CHNvmr
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