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Who holds US debt?
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00:01 - 20/12/24
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US stocks now make up 65% of the global equity
market, their highest weighting in history. This is more
than 11x bigger than the second largest country by market
cap (Japan at 5.5%). |
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Apple
now trades at over 41x earnings, its highest P/E ratio since
2007 (first iPhone was released). When Berkshire Hathaway
started buying Apple in 2016 it was trading at less than 10x
earnings. Berkshire sold 67% of their stake this year
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Goldman advises long cocoa options
trade targeting $15k+ prices via bullish call spread. Firm
expects low supply.
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The CAPE Ratio for US stocks is now
86% higher than European stocks, the widest valuation gap in
history.
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