Trash to the moon

Keep your eye on liquidity, like the Fed is. And keep in mind that despite all the bullish price action so far this year, it’s only returned stocks to historically expensive on a valuation basis.

Jan 28, 2023

∙ Paid

Friday, January 26th, 2023

Laramie, Wyoming

Maybe it was the spicy blue cheese chicken wings and tater tots last night. Or the extra crispy bacon I had with breakfast this morning. But something’s mad…

Bonner Private Research

Trash to the moon

Keep your eye on liquidity, like the Fed is. And keep in mind that despite all the bullish price action so far this year, it’s only returned stocks to historically expensive on a valuation basis.

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