내가 좋아할 만한 콘텐츠
Including dividends, the S&P 500 has gained over 1,300% since the March 2009 low, despite 31 corrections >5%. “Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch…
Bull markets have lasted 5x longer than bear markets on average. Bulls: +254% over 5 years 🐂 Bears: –31% over 1 year 🐻 Markets spend far more time growing wealth than destroying it. Why interrupting compounding is the biggest risk of all. Video: youtube.com/watch?v=mUGb8h…
GS: Wide variation in mega-cap tech valuations $MAGS
S&P 500 sector valuations.. Tech now 3 figures below Discretionary! GS
The electricity value chain visualized
ENERGY IS THE BIGGEST BOTTLENECK FOR AI DATA CENTERS Microreactors: $BWXT SMRs: $SMR, $OKLO Battery Storage: $FLNC, $TSLA Transmission/Grid: $NEE, $NGG Oil & Gas: $XOM, $CVX, $BP, $SHEL, $COP Independent Power Producers: $VST, $TLN Renewables: $FSLR, $ENPH, $GEV, $NEE, $SMEGF,…
This is crazy. What if you panic sold and missed April 9th in 2025? - Staying fully invested in the S&P 500: +19.6% - Missing just the best day of 2025: +9.2% That’s a 10% gap from one single day.
$GOOGL Gemini continues to take market share now 22% up from 19.5% 1 month ago & 13.3% 3 months ago.
$AMZN - Amazon IS the ecosystem. You get: - E-commerce & Marketplace: ($800B) - AWS (Cloud & AI): ($1.2T) - Advertising: ($500B) - Logistics & Fulfillment: ($200B) - Prime Video & MGM: ($100B) And on top of it you get exposure to: - Anthropic: ($8B invested) - Rivian: ( $RIVN…
GS: The Value of Growth: Sectors in US and Europe comparing Valuation with expected EPS growth
Most people spend their raises. The smarter move? Save them. Increasing your 401(k) contribution rate from 1% to 10% can mean millions more by retirement.
Capital-light businesses have outperformed capital-intensive businesses over the last 35 years. Chart from KKR 2026 outlook.
Nasdaq 100's P/E has actually dipped to just 27x SPX 22x $RSP $MDY 17x GS
S&P 500 equity risk premium of 2.41% suggests investors are still better off owning US large caps rather than hiding out in 10yr TIPS 17 years to double your money $SPY vs 39 years $TIP @wisdomtreefunds
WisdomTree: The improved and superior profitability of U.S. companies may support a higher earnings multiple While U.S. equities trade at a valuation premium to international markets, they offer materially higher earnings quality
In my opinion, this is the most compelling chart for being a stock market investor. Over the last 50 years: -US Inflation: up 6x -S&P 500 dividends: up 21x -S&P 500 total return: up 292x Over the long run, stocks trounce inflation and protect your purchasing power.
Looking for the truest global market portfolio? The guys at @wisdomtreefunds put it together... Wow - gold 12%, crypto 1.2%
United States 트렌드
- 1. Shakur N/A
- 2. #UFC325 N/A
- 3. Volk N/A
- 4. Keyshawn N/A
- 5. #boxing N/A
- 6. Happy Black History Month N/A
- 7. Conor Benn N/A
- 8. Tank N/A
- 9. Connor Storrie N/A
- 10. #RING6 N/A
- 11. Ortiz N/A
- 12. Keon N/A
- 13. Haney N/A
- 14. Cavs N/A
- 15. Kings N/A
- 16. Schroder N/A
- 17. Dan Hooker N/A
- 18. #Mashle N/A
- 19. Shu Shu N/A
- 20. Ruffy N/A
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