pythonandfinhub's profile picture. Exploring markets | Sharing research notes & sector playbooks | Personal views, not investment advice.

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


United States 趨勢

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