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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: The Ox who wrote (57926)	4/26/2022 12:20:22 PM
From: Lee Lichterman III	3 Recommendations Recommended By ajtj99 Jacob Snyder The Ox Read Replies (2) \| Respond to of 98688

I agree with an article I read this morning. It basically said people were willing to pay for promises of future money as long as current money was free but now that cash has a cost, they want cash flow now, not later. Promises of future drugs, technology etc aren't worth anything now with rising rates and QT. I was playing around with some numbers last night and even though a lot of the favorites are down 30-50%, they still aren't cheap. NVDA 60 times cash flow in a cyclical industry for example. It might be down a lot from it's peak but it's still up 300-400% from 2019-2020. Most "good" companies are the same. Whimpy's "I'll pay you Tuesday for a hamburger today " isn't cutting it anymore.