⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️
The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades.
Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo
— Global Markets Investor (@GlobalMktObserv) December 23, 2024
Is 2025 the year of rotation? pic.twitter.com/WbKocqErlx
— Guilherme Tavares (@i3_invest) December 23, 2024
Seem's like 2022. Breadth fall but index not because tech stock.
Q1 2025 peaked for sp500 maybe
— Khaerul Zafi (@ZaviKhaerul) December 23, 2024
Bull Market for the next 2-3 Years?
Because of AI CapEx…that’s the thesis?!
But ignore all other red flags
I lean on the side of Druckenmiller, PTJ and Buffett who take in the big picture.
If we are lucky enough to get one last rally it will certainly help people get ready… https://t.co/bbIeruj5Qp pic.twitter.com/yHdDz3ARkP
— The Long Investor (@TheLongInvest) December 22, 2024
US manufacturing is struggling:
Manufacturing job openings fell by 13,000 in October, to 465,000, the lowest since September 2020.
Since April 2022, available vacancies in the manufacturing sector have dropped by a whopping 532,000.
In effect, they are now below the 2018… pic.twitter.com/A84oVK5maC
— The Kobeissi Letter (@KobeissiLetter) December 23, 2024
Bull Market for the next 2-3 Years?
Because of AI CapEx…that’s the thesis?!
But ignore all other red flags
I lean on the side of Druckenmiller, PTJ and Buffett who take in the big picture.
If we are lucky enough to get one last rally it will certainly help people get ready… https://t.co/bbIeruj5Qp pic.twitter.com/yHdDz3ARkP
— The Long Investor (@TheLongInvest) December 22, 2024
https://twitter.com/MichaelMOTTCM/status/1871208705863352696