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by xiphias2 1952 days ago
I had to upvote you, even if you make fun of me, it's so funny :)

Maybe you're right. But the stocks are very far from overvalued as long as the bond bubble doesn't pop (which depends on the FED policy).

https://endlessmetrics.substack.com/p/s-and-p-500-m2-money-s...

Also I remember listening to Ark's interview with Moderna's CEO last April when nobody knew about that company.

1 comments

Haha. Fair enough. Thanks for being a good sport.

Your perspective could very well prove right, and mine wrong. Who's to say. Sometimes this time really is different. And us old guys will be the last to realize it.