Hmmm… hey @DarioCpx, is this a big deal? Is this not the BoJ sending out an early "signal" for carry traders to unwind their positions? Thoughts? And… MERRY CHRISTMAS BUDDY! "Santa" is wrapping gifts into the wee hours of the morning at the Johnson household. https://t.co/aV5MFrAbJC
— Gordon Johnson (@GordonJohnson19) December 24, 2024
This is why value stocks are so cheap.
40% is insane. Man this is going to be ugly when it all reverses.
10 stocks basically decide our financial future right now. https://t.co/0WdlmpkbEc
— QE Infinity (@StealthQE4) December 24, 2024
2/ This chart shows the long-term earnings expectations for tech stocks
It’s basically how high the earnings expectations of Wall Street analysts are on technology stocks looking out 5 years pic.twitter.com/4bdANu4AJ5
— Bravos Research (@bravosresearch) December 23, 2024
4/ Today, analysts expect 25% annual growth for tech over the next 5 years
Again, this is quite high, and in our view, it’s unlikely to materialize pic.twitter.com/PfrGOz2JwT
— Bravos Research (@bravosresearch) December 23, 2024
6/ If you look at this chart with moving averages of the Nasdaq 100 relative to the S&P 500, you’ll see:
They’ve clustered tightly over the last few months as tech formed a base
This clustering is technically a bullish signal, especially after the breakout we just saw pic.twitter.com/iNG7ZleWJZ
— Bravos Research (@bravosresearch) December 23, 2024