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Strategies & Market Trends : CFZ E-Wiggle Workspace
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To: skinowski who wrote (41205)8/16/2025 12:38:07 PM
From: Perspective1 Recommendation

Recommended By
kckip

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And since tech is the market, the market is up...
But if you lost the appetite to hang onto tech stocks at ~50 PEs while treasuries yield 4.5%, you're SOL.

Looks like the cap-weighted PE of the top 12 NDX stocks ($25T in market cap BTW...) is now roughly 58.

Apologies for the funnymentals. 99% of the time they're almost completely irrelevant...

They've cost me far more than they've ever made me!

Interesting 4-month consolidation in gold now. Which way does that break? Any hints?
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