Don Curren 🇨🇦🇺🇦Jan 16
#TorstenSlok, chief economist, Apollo Global Management: #Stocks are extremely #overvalued; Shiller Cyclically Adjusted #PE #ratio near all-time highs #markets #equities #MarketSky
Don Curren 🇨🇦🇺🇦Jan 15
1 Bloomberg: the broader #stockmarket beyond #tech is looking good. The #Russell2000 Index of #small-companies is up 6.8% this year, trouncing the #S&P500. In the S&P 500, #valuestocks, which appear cheap compared to fundamentals, are up 2.5% … 🧵 #stocks #markets #MarketSky
Don Curren 🇨🇦🇺🇦Jan 13
#TorstenSlok, chief economist Apollo Global Management: “The bottom line is that #investors in the #S&P500 remain overexposed to #AI.” #markets #stocks #MarketSky #EconSky
Don Curren 🇨🇦🇺🇦Jan 13
“In 2025 the share of the #US in #global #stockmarkets actually fell (ever so slightly)” open.substack.com/pub/adamtooz... #stocks #markets #EconSky #MarketSky
Show threadDon Curren 🇨🇦🇺🇦Jan 12
2 Bloomberg: “This is likely to reinforce existing trends of diversification away from the #dollar and increase interest in traditional hedges such as #gold.” #Fed #markets #USD #forex #MarketSky
Don Curren 🇨🇦🇺🇦Jan 12
Bloomberg: #US #stockfutures, #Treasuries and the #dollar weakened on concern that the Fed’s independence to set #monetarypolicy will be curtailed. #Gold and #silver both rose to records. #markets #MarketSky #Fed #FederalReserve #bonds #stocks #USD #forex