Discussion about this post

User's avatar
Thabo Hermanus's avatar

Call me strange, but I’m more fearful of the U.S stocks ex TMT valuations given how little growth surprise they have on the upside. If anything, they are more likely to surprise us on the downside.

I thought this shake out could be finding a bottom, but that was looking at price charts, so looking at the valuation story changes my view dramatically 👀

Expand full comment
Inverteum Capital's avatar

"A full mean reversion would require US tech stocks to drop a further -30% from here."

Looking forward to this volatility! https://blog.inverteum.com/p/professional-investment-strategies-need-short-component

Expand full comment
2 more comments...

No posts