Lot of food for thought in this
A 22.2 PE for SPX equates to 4.5% earnings currently. Compare to the 10 year T bill at 4.43
Better grow the hell out of earnings or ignore inflation.
Not rocket science
Wonder why Buffet weighted to cash?
Maybe I am missing something, but why do we need any inflation? The feds 2% benchmark?
A 22.2 PE for SPX equates to 4.5% earnings currently. Compare to the 10 year T bill at 4.43
Better grow the hell out of earnings or ignore inflation.
Not rocket science
Wonder why Buffet weighted to cash?
Maybe I am missing something, but why do we need any inflation? The feds 2% benchmark?
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