We get this a lot in EM, but our equity indicies don't trade at 24x PE, they trade in the mid-single digits...
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We don't need no education We don't need no thought control No dark sarcasm in the country Hey... America... leave them pedophiles alone! GOP = Gang Of Pedophiles
jul 23, 2025, 12:02 am • 2 0 • view
Great! That will give our congressmen more time to hold town halls in red districts!
jul 23, 2025, 2:55 am • 2 0 • view
I'm sure the budget that is due will take care of itself, Mikey!
jul 23, 2025, 4:20 am • 0 0 • view
So what will they cook up so he can declare martial law. If he does....you all know we're doing a South Korea, right? Right.
jul 23, 2025, 3:00 am • 1 0 • view
Afraid, much?
jul 23, 2025, 1:00 am • 1 0 • view
Time for a leeeeeeaaaaaak!
jul 22, 2025, 11:24 pm • 1 0 • view
Cannot they bring it forward in September?
jul 22, 2025, 11:17 pm • 1 0 • view
Protecting child rapists. Vote them the hell out!!
jul 23, 2025, 4:21 am • 0 0 • view
Playing devil's advocate: corp. tax rate is down from 20% to 13% per MS, $ is down ~10% YoY. That brings PE to 19x. Plus, $ is set to decline even more and rates to get demolished for next 4 years. And you get the best corporate governance on the planet. With all that is it insane to pay 19x?
jul 23, 2025, 4:53 am • 2 0 • view
the president of the united states is singling out specific companies (apple and others) and telling them how to conduct their business or they will face company specific tariffs. that's rare even in EM...
jul 23, 2025, 6:57 am • 2 0 • view
jul 23, 2025, 7:13 am • 1 0 • view
this is not investment advice! i have just been in EM for over 20yrs and heard how our cheap valuations are justifed bc of the 'political issues' and i see the same 'issues' showing up in the US and no one seems to care! so i feel like ive been lied to for 20yrs :-)
jul 23, 2025, 7:47 am • 3 0 • view