Why Bonds Still Suck | Aahan Menon of Prometheus Macro on Immigration’s Impact on Lower Job Numbers, Technology CapEx, Business Expansion, Manufacturing Green Shoots, and More
Monetary Matters with Jack Farley
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Dynamics of Earnings Growth and Market Trends
This chapter explores the interplay between corporate earnings growth in the S&P 500 and broader market conditions. It highlights how changes in earnings expectations can reflect improved economic sentiment, despite concerns such as tariffs. The discussion also underscores the importance of corporate investment, particularly in technology, and examines historical valuation trends to provide insights for investors.
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