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...I changed my mind because several readers pointed out to me I was making an analytical mistake in how I looked at the Mag 7’s valuation ratios, and once I corrected my error, the numbers look meaningfully...
...(Alphaville believes that using L’Oréal as an O is cheating, even if it makes your acronym look nicer.)...
...Shepherdson argues that declining S&L tax revenue augurs poorly for future S&L spending, as this chart shows: It’s a reminder to investors that markets are sensitive to changes, not levels....
...The S&P 489 has a weighted average P/E of 24, cheaper than the whole index, but not by much....
...Second, if volatility selling strategies were to blame for the low levels of the VIX index, you would expect the volatility risk premium (VRP) to shrink as the implied-realized volatility spread narrows (i.e...
...“I think this is the best choice strategically.”...
...So far as I know, McKinsey has not responded, which is strange....
...(I should note that Asness does not believe in a size factor per se....
...These experiences inspired Cortellesi’s first hit film as co-writer, 2014’s Do You See Me?...
...Ogulu made his musical debut in 2010 with a string of single releases, eventually releasing his debut album, L.I.F.E – Leaving an Impact For Eternity in 2013....
...I would not want to bet that the Mag 7 would revert to a growth rate of profits near the S&P 500 average (mid-high single digits) in the next five years....
...I don’t see much of this right now. Stocks with low P/E ratios relative to their expected growth rates are rare....
...around 3.8% of the total value of all S&P 500 shares traded (or the equivalent of just over 100,000 E-mini S&P 500 futures — as an old futures and options trader, these numbers made me gulp!)....
...30x P/E multiple is sustainable given rest of the index trades at 18x,” write Goldman’s David Kostin and team....
...K-SURE, the South Korean government export credit agency, has withdrawn insurance needed to underwrite SK E&S’s investment in the Timor Sea project....
...I admit I was hooked on this Tolstoyan TV saga, but while I noticed plenty of wealth, I saw little stealth....
...That said, once the strategies’ delta goes to ~1 (i.e., call delta to zero), dealers would no longer be suppressing volatility / buying on the move lower via their long gamma hedging....
...When asset managers could barely open their mouths without uttering the letters E, S and G — investment with environmental, social or governance aims — this sector often got the cold shoulder....
...As Chris Verrone of Strategas noted yesterday, rising breadth helps make market euphoria look a bit less scary: The immediate risk we see is sentiment (i.e., the bar of expectations is high), but so far...
...If such a negative feedback loop were to take hold (as it did in the 1970s), investors would move out of equities and into fixed income assets – i.e. seek to receive elevated yields that companies and governments...
...Another draw is how relaxed and safe the island feels, as I discover when I rent an e-bike from Hervé Grimaud, a Frenchman who moved here 15 years ago. “How do I lock it?” I ask....
...Otherwise, the operation consists of a handful of trunk shows and a shoppable Instagram feed – no retail outlets, no e-commerce website, no wholesalers....
...And I actually find that appealing now. So I think I’m a great S&P 500 tracker fund guy....
...You would not stay there very long unless you boosted the P&L....
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