Fed Put vs. GPU Glut: Mag-7 P/E Balloon Set to Pop If 10-Yr Real Yield Bounces 20 bp
The Quiet Drift That No One Screens Monday’s tape felt like a summer Friday: 1.9 bln shares on the NASDAQ,…
Tag: Narrative-Driven Multiple Expansion
Deere vs. Nvidia: One Sells Picks, One Digs—Guess Which Is Cheaper in 2025
The Narrative Split: Shovels Versus Shovel-Makers Since 2023 the market has treated Deere & Co. as a cyclical afterthought while…