Josehumilde
@J0SEhumilde
The trailing 12-month P/E ratio for $SPX of 27.9 is above the 5-year average (25.0) and above the 10-year average (22.5). #earnings, #earningsinsight, bit.ly/4kUPTJi
4 AM is the winner's hour. If you want to wake up at 4 AM and feel energized in 10 minutes, read this:
🏰 Monopolies Fair Isaac – credit scores ASML – EUV lithography Intuit – tax preparation software DEERE & CO – autonomous farming Thermo Fisher – ultra-high-end mass spec instruments Illumina – high-throughput DNA sequencing CoStar – U.S. commercial real estate data…
Internet stocks led a market melt-up in the late 1990s Today, AI stocks could be setting the stage for something similar
You don’t get rich by chasing peaks. You get rich by surviving valleys.
$LVMH CEO, Bernard Arnault, on Champagne vs. the iPhone. "In 50 years, will the iPhone still be used? Or the people making it today, will they have found what will be at the cutting edge at that time? But I believe - that in 50 years - we'll still be drinking Dom Pérignon".
Men with the highest energy levels are the ones that will evolve and achieve greatness.
US auto loan delinquency rates keep on surging: Subprime auto loan delinquency rates just crossed above 5% for the first time in history. Since 2022, the 60-day delinquency rate for subprime auto loans has more than DOUBLED. Delinquency rates are now above the peak levels…
This is how Jerome Powell should respond: “President Trump continues to call for rate cuts and resort to name-calling—but let’s be clear: he has absolutely no understanding of where interest rates should be. Inflation remains well above our 2% target, tariffs are set to drive…
I work with some of the most successful people in America. The very best share these 5 key traits:
The Fed should be raising interest rates, not cutting...
President Trump and Fed Chair Jerome Powell clash over Fed renovations:
There is so much tariff "chaos" that China's exports are UP 5.8% year-over-year. The clickbait-ification of the news over the span of my adult life has worked wonders for destroying the investment returns of people who choose to live in echo chambers.
The non-profitable tech stocks (as well as other retail favorites) were the poster children of the liquidity bubble in 2021, and until recently have been languishing near the bottom after being cut in half during the tight money rate reset of 2022. But they are trying to come…
The Conference Board Leading Economic Index fell again. I have lost count of the monthly declines. It's terrible. This is the longest recession in modern history. It remains undeclared by NBER for political reasons.
Given declines in divorce among more recent cohorts of married men & women, @grantjbailey @lymanstoneky & I estimate "that about 40% of today’s first marriages will end in divorce."
Trevor Milton is a fraud. Trevor Milton is a con artist.
How Wall Street short sellers worked with the media and federal prosecutors to destroy Trevor Milton’s company and put him in jail for life. This is a shocking story. (0:00) Introduction (0:31) The Origins of Milton’s Hydrogen Truck Company Nikola (4:17) What Is a Hydrogen…