That is so true unfortunately ... many key folks just focus on next year's bonus or next 4 year cycle election in politics, and high status and pay jobs at the top corporate level.
How comes? Could you expand on that? Got better alternatives? Always open to hear the other side of the rationale/trade. For me at least, it is definitely very useful!
For timing indeed not a magic wonder metric. Though to compare what one pays for for something at any given time, it is good.
I use it 1st with a 'price is what you pay value is what you get' lens.
Secondary, couple it with sentiment, liquidity, fundamental shifts in the economy (also qualitative, trend, forward looking assumptions), and leverage to quasi time the market, meaning not like ultimate tops/bottoms, but more like danger zones & buying zones.
Just my way and my 2 cents, they make sense and work for me.
I am surprised that gene treatment didn’t get more airtime. I guess Trump and the gov shut down is hoarding it:)
I am pretty confident that my daughter’s generation will live +150 years and this generation treatment is just the beginning.
But I don’t see anyone preparing for the implications to the workforce, healthcare…etc
Indeed George, surprised also ... :)
Things are clearly evolving in the space :)
That is so true unfortunately ... many key folks just focus on next year's bonus or next 4 year cycle election in politics, and high status and pay jobs at the top corporate level.
Well, we do what we can, make the best out of it!
Have a good day!
Valuation is a useless metric
How comes? Could you expand on that? Got better alternatives? Always open to hear the other side of the rationale/trade. For me at least, it is definitely very useful!
Valuation is a useless metric on Timing the market, it could be make more sense to me,what do you think?
For timing indeed not a magic wonder metric. Though to compare what one pays for for something at any given time, it is good.
I use it 1st with a 'price is what you pay value is what you get' lens.
Secondary, couple it with sentiment, liquidity, fundamental shifts in the economy (also qualitative, trend, forward looking assumptions), and leverage to quasi time the market, meaning not like ultimate tops/bottoms, but more like danger zones & buying zones.
Just my way and my 2 cents, they make sense and work for me.
Have a good day!
Also, good to read:https://aswathdamodaran.blogspot.com/2025/10/a-fairly-highly-valued-market-fed-chair.html
Oh yeah, great one, thank you! 'Fairly Highly Valued' quite a nice way to describe it :).
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Glad to hear Adrian, have a good week ahead!