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June 30, 2024
Rishaad just looking at what is going on, you would think asian equities would be expensive relative to the u. S. They beat the s p 500. I want to bring up this chart. If anything, pricetobook ratio, and forward asiatoearnings spreads, stocks looking more attractive compared to u. S. Counterparts. Those spreads have widened to four. Nus there we have it. The rally could have legs. Fascinating its not just a more by you, but getting cheaper. Have not seen the political dysfunction in Washington P...
June 30, 2024
Netflix coming to Million Dollars ahead of wall streets estimate. Good news for netflix. Investors are hoping for war news from washington. It passed the senate earlier. There is four minutes left to voting. It is interesting because it is quite a few questions about how much it will impact voters. No voter likes a shutdown. You the amount of out. Ive comments coming it is quite the opposite scenario in the prior shutdown theit shows you how much economy is humming along. We have about three min...