Michael Kantro says the market’s roughly 10% lower P/E this year reflects Fed policy expectations and a sharp Mag 7 de-rating, not overpriced valuations. He lin
Michael Kantro says the market’s roughly 10% lower P/E this year reflects Fed policy expectations and a sharp Mag 7 de-rating, not overpriced valuations. He links the double-digit Mag 7 P/E drop to rising debt costs.
Share this article
📚 More from Billy’s World
Banking With Billy News Network — bankingwithbilly.com
Discord: discord.gg/VHxwmR5j4Y •
YouTube: @BankingWithBilly