One of the worst intraday reversals for the S&P 500 since the start of 2024. 👇

"We started this year trading at 24.5x earnings. And yesterday, the S&P 500 traded at 24.5x earnings." 😐 - Matt Cerminaro chartkidmatt.com/p/p-e-has-gone…

P/E Has Gone Nowhere In 2025 "Bottom line: stocks are up double digits this year, but valuations have not budged." buff.ly/fADNwqN by Matt Cerminaro

The “may I meet you” method is undefeated. Last night, we all put together a little FinX happy hour and it was awesome. All the GOATs pulled up.

I really enjoyed working with Isabelle Lee on this profile Great work 🙏

The Magnificent 7 are making $1.1 million in profits every 60 seconds. The world has never seen businesses this robust. Comparing AI to the dot-com bubble is intellectually lazy.

As always, I enjoyed talking markets w/ Michael Batnick and Downtown Josh Brown We spoke yesterday morning (when it looked like $NVDA). Topics discussed: -The sustainability of AI leadership, -K-economy and policy implications, -Breadth, -Valuations, and -Our new AI agent (Caliban)

IMO not the place to short $MSTR here. Here's why I'd be paring back shorts / exploring tactical longs. 1. RSI most oversold since Q2 2022 2. Prices are 50% below their 200-day moving average 3. Potential support at prior breakout 4. Stocktwits sentiment for crypto at YTD lows.

FactSet: S&P 500 companies are on pace to post the highest revenue growth in three years.

“I saw Douglas A. Boneparth post on Twitter and he was looking to hire his first associate. I had no idea what I was getting into.” I talked to Cliff Cornell , Associate Advisor at Bone Fide Wealth. He didn’t land his job through a recruiter or a formal application. He got it from a

This chart is insane. Give it a look, deserves way more eyes on it.

Google is now more expensive than Nvidia. Look at the spread between their Forward P/E ratios. Unreal. 👇

Tuned in Steven Strazza 🎧 Great stuff as always. youtube.com/watch?v=kpgagb…

Love this chart from Matt. Who remembers when “they missed AI”

"Valuation compression in 8 of 10 sectors, but most notably in Tech." ⤵️ - Matt Cerminaro chartkidmatt.com/p/p-e-re-ratin…

Google's forward PE looks like a meme stock. Nearly doubled off the low. 👇

"The black dots show where each sector’s forward P/E stood at the S&P 500’s 10/29 short-term peak. The grey dots show where they stood at the 11/20 short-term trough. Valuation compression in 8 of 10 sectors shown, but most notably in Tech." Matt Cerminaro

I look at more short interest charts than anyone in the world. More than any other, this one stands out to me. Every time the bears pile in, buy with both hands.