Offshore
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Offshore
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Hidden Value Gems
The chart looks interesting 👇🏼
“The gap between the highest and lowest yields among the main U.S. assets is the smallest in 40 years.”
Investors have to make two calls:
1️⃣ Are stocks really worth paying 21 times their expected earnings over the next 12 months, an earnings yield of just 4.7% (with 10-year Treasurys at 4.4%)?
2️⃣ “Could it be that the margin of safety stocks have over bonds is actually bigger, because Treasurys now embed more risk?”
#investing #stockmarket #SPX
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The chart looks interesting 👇🏼
“The gap between the highest and lowest yields among the main U.S. assets is the smallest in 40 years.”
Investors have to make two calls:
1️⃣ Are stocks really worth paying 21 times their expected earnings over the next 12 months, an earnings yield of just 4.7% (with 10-year Treasurys at 4.4%)?
2️⃣ “Could it be that the margin of safety stocks have over bonds is actually bigger, because Treasurys now embed more risk?”
#investing #stockmarket #SPX
tweet