pricier

Paying 100× revenue for a stock growing 30 % is optimism dipped in rocket fuel.

Snowflake debuted at roughly 100× revenue valuation at its IPO, even though it was doubling revenue annually. Palantir meanwhile is clocking in at around 30% annual growth—a sharp disparity. Investors are now questioning how PLTR earned wildly higher multiples given slower expansion. https://www.businessinsider.com/palantir-q2-earnings-preview-pltr-stock-price-outlook-ai-forecast-2025-8 Palantir’s Q2 revenue surged 48% to $1 billion, boosted by U.S. government contracts …

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Top 10 S&P stocks now pricier than dot-com peak, forward P/E hits 30 while rest of index lags at 20. BofA triggers triple sell signal across global markets. Cash levels, breadth, and flows all flash red on Hartnett model

SPX historically drops 2% after similar signals since 2011 According to BofA's Michael Hartnett, #sell #signals have been triggered.– BofA FMS Cash Rule: cash as % AUM in FMS 3.9%. = sell signal…average SPX loss in following most from 15 "sell" signals since 2011 = 2%;– BofA Global Breadth Rule: 64% of MSCI ACWI equity …

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Big Mac now pricier in developed nations; emerging markets thrive, benefiting from strong commodity cycles.

Today it costs more to buy a Big Mac in developed countries than most emerging markets or less developed economies. The last time we observed a similar phenomenon was in the early 2000s when emerging markets’ investments significantly outperformed developed markets. One of the main reasons for this is that the performance of less developed …

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