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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Is It a Recession or a PE?

The interesting thing of course is that it doesn't look Like cheap for something that you could be headed for a recession. No one's expecting like bad results in terms of employment really I guess why I'm saying that is like eb to sales is like 1.1 EBIT is like 10 so when you think about that, you know, you divide that so 10.1% divide by 1.1 You know you pay a little bit in taxes It's pretty much what you're seeing with the PE, you know like it's pretty much a PE.

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