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One Year Ago: Intel was trading at less than 2x sales.
Today: Over 11x sales, its highest valuation since 2000
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00:01 - 22/06/26
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The Madness of Crowds..
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The number of
SPX
companies citing "inflation" on earnings calls and the
quarterly CPI number tend to move in tandem
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At the start of the year, the bond market was pricing in 2
Fed rate CUTS
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if it seems to good to be true, it probably is. There's no
such thing as "money market-like stability" with
"market-leading returns." Every investment with the promise
of a higher return than cash comes with higher risk |
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