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Monthly Archives: November 2024
Record valuations and most bulls since 1987
The S&P 500 (26% concentrated in the five most expensive tech companies) is trading at 38x smoothed 10-year earnings, just marginally below the all-time high of 43x briefly seen at the 2000 tech bubble top and much higher than the … Continue reading
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Wong: Economy not strong, unemployment likely to surge
About that Trump trade… The last time today’s expert was on the program back in July, she was concerned about rising unemployment. Is she still as worried about it as we prepare to enter a new year with a new … Continue reading
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The hard math of election promises
2024 was about election promises. 2025 will be about the math of delivering. This segment looks at tariffs, taxes and spending cuts. With hedge fund manager Scott Bessent poised to be the next U.S. Treasury Secretary under the incoming Trump … Continue reading
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