TheFinancialInvestor
@pythonandfinhub
Exploring markets | Sharing research notes & sector playbooks | Personal views, not investment advice.
Is the stock market dangerously overvalued? The Shiller CAPE seems to say "yes" – it's higher now than 91% of the time in the last 150 years. The metric might be broken. Changes in accounting, the rise of tech, and buybacks are distorting the signal. pythonandfinancehub.com/shiller-cape-r…
Gold's recent rally has everyone talking "safe haven." But its track record is spotty. Remember 2022? Inflation soared, and gold tanked. Why? It's not an inflation hedge; it's a real interest rate hedge. Knowing the difference is key. pythonandfinancehub.com/when-gold-prot… #Gold #Investing
Unlock the secrets of bank profitability. 🤫 This guide to bank income statements is a must-read for any serious investor. #finance #investing101 #bankstocks pythonandfinancehub.com/bank-income-st…
Will Waymo disrupt Uber/Lyft? Our moderate scenario hits $3.68 Billion in revenue by 2028, making them a formidable competitor. pythonandfinancehub.com/waymo-future-r… #Waymo #SelfDriving #TechAnalysis
pythonandfinancehub.com
The Road to Autonomy: Modeling Waymo's Revenue Trajectory (2026-2028)
Discover three potential revenue scenarios for Waymo's explosive growth as it scales from a $234M run rate.
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