Birell.eth

@birell.eth

1093 Following

412 Followers

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I am in Turkie for a holiday. But everyone speaks only German. What is going on here?

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The Olympics has a new legend.

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Want some burgers?🍔

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You have to wait a bit in the summer. Below are the years with an increase of more than 5% from January to May. Early June, mid-June - mid-July, late July - early August, late August - early September This is a table showing how stocks moved. Among the 22 cases, 16 cases fell in late July and early August. It will still rise after August.

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Interest rate cuts will soon lead to multiple expansion We expect earnings per share (EPS) to increase in 2024, but When interest rates are cut, net profit becomes largely irrelevant. Disinflation lowers interest rates, Increase liquidity (M2), As a result, the multiple expands, S&P 500 rises. S&P500, EPS, PER before and after interest rates.

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When the base interest rate is the highest, stocks rise. Tom Lee argued that stocks would rise in the future based on the 'difference between the 2-year U.S. bond interest rate and the benchmark interest rate.' The 2-year interest rate is lower than the base interest rate, When the difference is large, This is the best time to buy, and you can expect a rise of about 4-5%.

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The time will tell you everything. $degen

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Yummmm~ Who is craving for some sushi? 🍣

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Put this in the “I thought I’d seen everything” department: the 13 week correlation between the S&P 500 cap-weighted index and the S&P 500 equal-weighted index is now 36%. That’s between two indices that have exactly the same constituents. It’s normally 99%, as one would expect It’s a good illustration of just how bifurcated the market has become, and what can happen when that inevitable mean reversion finally kicks in. So far, the rotation has been swift and has mostly happened at the expense of the headline indices, with the S&P 500 down 2.3% since the CPI release while the Russell 2000 is up 6.5%. It remains an open question as to whether the market can broaden and go up at the same time. Whether it lasts is an open question, but the combination of lower rates and higher earnings has to be a good thing for most stocks. My guess is that this one will have staying power. As the relative performance of the Russell 2000 shows below, it’s early days still.

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I'm taking $onchain pill

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How to be an active user?

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Just 10 more followers!! Follow me, follow you!

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