Have We Hit The Top?

By muscleman
August 6, 2021 in General Discussion

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https://thecobf.com/forum/topic/18987-have-we-hit-the-top/

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Junior R

Posted yesterday at 12:04 AM

I think we need to see what happens in Jan if people take profits from the gainers ...but agree materials, commodities, real estate , some consumer , health care in USA is cheap

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Spekulatius

May 10, 2022

@shruI don’t think your hypothesis makes much sense. 1) a lockdown in China will hurt the Chinese economy much more so than it does collateral damage to western economies (probably need order of

Spekulatius

May 28, 2022

This podcast is pretty good on the Fed /interest rates and the impact on the economy: https://podcasts.apple.com/us/podcast/odd-lots/id1056200096?i=1000563964446 In addition, Aswa

mattee2264

June 14, 2023

Agree re the quality. But given the size they are now are growth prospects over the next 5, 10, 20 years that great? And is it reasonable to pay at the low end 30-40x earnings and at the high end 60-7