Markets stocks

Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20

Essentially, we're right back in the same position we were in headed into the Trump-Xi dinner in Argentina.

Essentially, we're right back in the same position we were in headed into the Trump-Xi dinner in Argentina.
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1 comment on “Dueling Investor Groups And The Risk Of A ‘Fool Me Once’ G-20

  1. Anonymous

    The stock market is pricing in a decline in earnings already. Equity Risk Premium is extremely large today. With 10yrs at 2.09 PEs should be considerably higher as should FCF yields be lower. No question earnings are inflated and growth is unsustainable but the market seems to be discounting lower earnings ($140 SP500). Of course when earnings do decline stock will face the marginal selling pressures providing one of the better buying ops seen in the past several years (assuming the world is not entering a secular decline as it may be).

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