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The NASDAQ 100's valuation is expensive here, per Bloomberg |
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00:01 -
29/02/24 |
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Tech outperformance is not confined to the US. In the EU we
see a similar trend. |
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Nvidia is now the third-most valuable US-listed company
after Microsoft and Apple. The latest jump in its shares
added a record-setting $277bn to the company’s market
capitalisation, bringing its year-to-date gains to $740bn
https:// |
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Every time US government tax receipts declined, the US was
in recession... and when they were this low, the US was
reeling after the dot com and credit bubbles |
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The median price to sales ratio in the Nasdaq 100 Index has
moved up to 6x, its highest level since April 2022 |
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