No word on what the IMF thinks of the price of sneakers or beer…
No word on what the IMF thinks of the price of sneakers or beer…
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Shiller P/E hits 40, second-highest ever! Fed division & potential rate hikes loom. Risk rises.
Shell's $750M Qatar gas plant hit by missile strike; repairs risk core earnings.
DOCU's AI platform drives 10%+ ARR growth. Stock trades at 3.1 P/S, a steep discount, hinting at undervaluation.
Consumer staples ADM & HSY jump >10% YTD, offering dividends > S&P 500's 1.15% yield.
NVDA's 1150% surge is fueled by AI demand. At 22x forward earnings, it's a buy despite competition risks.
Magnificent Seven stocks dip 10-25% from highs. NVDA (22x fwd P/E), GOOG, MSFT (25x P/E), AMZN, META (21x P/E) offer AI growth at discounts.
Blankfein sees high oil prices as worst-case scenario, warns of recession risk & private credit bubble.
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