Tweets of the Day: Making Money, Energy, Tracking Loved Ones, Stock Market Earnings – Mish Talk
Equities are the sum of discounted future earnings. Sales and margins drive earnings. The macro drivers of sales are clear. What drives margins is more complicated.
Corporate Profits
Retail Options Trading
Idiotic Standing Ovation
“Nuclear power and fossil fuels brought us here. They caused this crisis, they are not the solution.”
In Agreement With Elon Musk
Tracking Loved Ones With Dementia
Energy Transition
Reflections on a Fed Pivot
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Tender Rejection Index
More Monetary Easing in Japan
Japan’s push for inflation will blow sky high at some point. Wish I could tell you when.
But Yen-hedged Japanese index ETF likely to be a huge winner when it does. Alternatively, short Japanese bond will also finally be right. Perhaps both.
This post originated at MishTalk.Com
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