https://twitter.com/RJRCapital/status/1487911634655928321
In the long run, the cost of malinvestment is stagflation, not deflation.
— Lyn Alden (@LynAldenContact) January 30, 2022
7. Good news bargain hunters, the S&P500 price/sales ratio is now *only* 20% above dot com bubble levels!
h/t @OJRenick $SPX $SPY pic.twitter.com/Jmh81xRX6U
— Callum Thomas (@Callum_Thomas) January 29, 2022
$SPX 4550$NDX 15700$RUT 2130 pic.twitter.com/lfvF4Nxh5i
— Ian McMillan, CMT (@the_chart_life) January 30, 2022
Some very interesting charts from @menlobear @Hedgeye @MacroAlf
Period till breakeven:
1929 – 1954
2000 – 2012
1989 Japan not yetStill have my favorite growth stocks dollar cost averaged (very cheap IMO), many miners & commodity producers. More than 50% cash pic.twitter.com/J78JLiqQEC
— Win Smart, CFA (@WinfieldSmart) January 29, 2022
Apartment rents are up 18% y/y but it's all used cars, they say.
— John Arnold (@johnarnold) January 31, 2022
$AAPL debt to equity. Would never have thought. pic.twitter.com/GPJmmoPmsv
— The Market Dog (@TheMarketDog) January 30, 2022