Big Picture Possibility... First Good, Then Very Bad

[nooby_mcnoob]

what is bear market?

never seen one or heard of one

they sell bears there?

A bear market is when the SPY weekly candle has the "red" color.

 

[vanzandt]

earning yield.... div is irrelevant..

also on the small caps... I think there is a big shift going on favoring the big guys... you see 50% of qqq is the top 4-5 companies.... with the AI revolution coming up this is gonna favor the big companies with the resources to do big stuff... IWM having higher P/E than QQQ just doesn't make sense... also there is data fudging in the IWM by removing the negative earnings.

Interesting chart:

 

[dozu888]

Interesting chart:

View attachment 204004

the problem is we are not in Kansas anymore lol, so historical metrics charts actually won't mean much... unless, they are put in the contest of the interest rates... because at the end of the day, what investments are all about is the return.

if the 10-year goes to 2%, that's a p/e of 50... imagine 50 p/e for the s&p?

why do people not make this connection is beyond me....Buffett already said stocks are ridiculously cheap IF the interest rate stays like this... well, Fed kinda already guaranteed this, what are people waiting for lol.b