Matt @Left4dead47
Joined November 2024-
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Merry Christmas!
US Stocks are now trading at over 22x forward earnings versus 14x for International stocks, the widest valuation gap in history. bilello.blog/newsletter
All eyes are on CPI and PPI inflation data as markets hope to solidify another 25 bps rate cut. We just published our trades for premium members. Since 2020, our calls are up over +340%. Subscribe below to see how we are positioned into this week: Thekobeissiletter.com/subscribe
Key Events This Week: 1. NY Fed Consumer Inflation Expectations - Monday 2. OPEC Monthly Report - Wednesday 3. November CPI Inflation data - Wednesday 4. November PPI Inflation data - Thursday 5. Initial Jobless Claims data - Thursday 6. US Import/Export Price Index data - Friday The final week of inflation data before the December Fed meeting.
Individual investors have rarely been so confident about the market: 46% of US individual investors believe there is less than a 10% probability of a market crash over the next 6 months, the highest share since June 2006. The percentage has DOUBLED over the last 2 years, according to the Yale School of Management survey. In other words, investors are the least worried about the stock market in 14 years. This comes as the S&P 500 has rallied ~50% since it bottomed in October 2022. On the other hand, investors believe the market is now the most overvalued since April 2000, a month after the Dot-Com Bubble popped. Euphoric market sentiment is through the roof.
Do you agree that Dr. Anthony Fauci should be prosecuted for the crimes against humanity he committed? YES or NO? If YES, I will follow you back 🇺🇸
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Joe Rogan Podcast New... @joeroganhq
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7.4M Followers 3K Following Just here for the comments. 1776 Live Club: No purch nec. Must be 18+. See rules at https://t.co/cRq5LmJIRF.
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