vincenzo_goya on Nostr: MartyBent hypothetical (based on musings by Dave Collum) Inflation and end of credit ...
MartyBent (npub1guh…6hjy) hypothetical (based on musings by Dave Collum)
Inflation and end of credit cycle squash equity valuations back to historical trend and briefly below in the 2030s
All the financial engineering such as indices, buybacks etc fail to attract enough capital to sustain monster valuations. NVDA etc crash back to reasonable P/E.
Can you imagine how much salt there will be with BTC $2M S&P $2000
Published at
2024-04-09 12:16:47Event JSON
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"content": "nostr:npub1guh5grefa7vkay4ps6udxg8lrqxg2kgr3qh9n4gduxut64nfxq0q9y6hjy hypothetical (based on musings by Dave Collum)\n\nInflation and end of credit cycle squash equity valuations back to historical trend and briefly below in the 2030s\n\nAll the financial engineering such as indices, buybacks etc fail to attract enough capital to sustain monster valuations. NVDA etc crash back to reasonable P/E.\n\nCan you imagine how much salt there will be with BTC $2M S\u0026P $2000\n\nhttps://m.primal.net/Hssp.jpg",
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