I like this BPR Valuation Dashboard as I frequently look at most of them individually, so having a "dashboard" like this that shows everything at once is helpful
Looks to me like a nice simple summary of Tom's monthly report. In the "fog" of all the crap we read today it appears from these clips that cash (and T Bills), gold and silver, plus energy stocks remain a good place to park money going forward. I like to get a good nights sleep.
Good stuff on the dashboard, but having the chart for each would add more context. I know it's probably a pain to code that in, but just have ai do it haha
Two points Bill: commenting on Mrs. Trumps disclaimer vis-a-vis Epstine is akin to gossiping and soft porn, and it has no place in your missives that purport to elucidate the politics and economic issues of the day connecting the dots to trends and the trends to personal planning. Secondly, I don't know why you choose to clutch the pearls and wring the hands on the inflation numbers. How many years, and I mean years have you been saying "inflate or die" meaning we, as well as all industrialized countries, have chosen to kick the proverbial can down the road rather than default. Such inflationary practice is the soup du jour around many parts of the world.
These valuations are a waste of time in most cases. The prices for growth stocks are set by supply and demand. And a lot of that demand is based on the buyers perception of the potential future growth of income. And the latter is totally an opinion based on what is known in the present and projected to happen years in the future. For income stocks, it is often based on dividend payouts and the BRP metrics are more realistic. Graham type valuation hasn't worked on strong growth stocks in a couple of decades.
I like this BPR Valuation Dashboard as I frequently look at most of them individually, so having a "dashboard" like this that shows everything at once is helpful
Yeah, it is pretty useful! Some basic graphs would be nice too, such as 50/200 DMA of major indices and GLD, GDX, etc.
GDP might once have been useful but those days ended long ago. Perceptive analysts would do well to ignore that Frankenstein calculation.
If you have room, DXY and Silver/Gold ratio would be nice.
Looks to me like a nice simple summary of Tom's monthly report. In the "fog" of all the crap we read today it appears from these clips that cash (and T Bills), gold and silver, plus energy stocks remain a good place to park money going forward. I like to get a good nights sleep.
Jim Marshall
Love the Dashboard. Thank you.
Good stuff on the dashboard, but having the chart for each would add more context. I know it's probably a pain to code that in, but just have ai do it haha
Two points Bill: commenting on Mrs. Trumps disclaimer vis-a-vis Epstine is akin to gossiping and soft porn, and it has no place in your missives that purport to elucidate the politics and economic issues of the day connecting the dots to trends and the trends to personal planning. Secondly, I don't know why you choose to clutch the pearls and wring the hands on the inflation numbers. How many years, and I mean years have you been saying "inflate or die" meaning we, as well as all industrialized countries, have chosen to kick the proverbial can down the road rather than default. Such inflationary practice is the soup du jour around many parts of the world.
And yes, I love the charts.
These valuations are a waste of time in most cases. The prices for growth stocks are set by supply and demand. And a lot of that demand is based on the buyers perception of the potential future growth of income. And the latter is totally an opinion based on what is known in the present and projected to happen years in the future. For income stocks, it is often based on dividend payouts and the BRP metrics are more realistic. Graham type valuation hasn't worked on strong growth stocks in a couple of decades.