8 Comments
User's avatar
StockOpine's avatar

Really enjoyed this article!

Giuliano's avatar

Very glad to hear that my friend!

Eric S Lipchus's avatar

You don’t know till ya know

Giuliano's avatar

Absolutely. Simple yet profound

Param's avatar

The point on PE ratio’s just built on earning estimates really hit home - how to better use this number?

Giuliano's avatar

I think it's useful, but as everything. We only have to know how it's built and be careful with its usage. I think that, if we go in that line of thought, we'll find the PE useful yet not dangerous.

Finbite Insights's avatar

great summary! this year has been a series of rotating narratives, and this feels like another one of them.

Giuliano's avatar

Thank you for your sharing your view! I believe the market is a continuum rotation of narratives, interesting that you brought that point. On the particular case, it could be, I do not know.