/biz/ - Business & Finance

I will be honest for a second, beyond the bull memes. Current market evaluations are insane. So much money has flooded in and current values have nothing to do with real expectations anymore.
Some companies now have average monthly stock market returns higher than the actual yearly revenue growth.

It all relies on the hope that stuff goes up forever and that no negative news come up, ever, and that no new competition enters the market ever again in some cases.

Stuff like Tesla has become a self sufficient mania at this point, yet they actually aren't even the most popular EV brand in Europe.
So many shares have just decoupled from the actual companies.

Other big tech companies deserve a high valuation but even they do not really have growing returns compared to past years. They keep growing obviously, but even with low interest rates the pes shouldn't climb 10 points every year.

>The market isn't the economy, who cares about revenue or earnings?
The market is simply based on future price evaluation. When the grounds for that becomes a simple "stocks go up" the whole thing collapses when they do not. Until prices will match realistic expectations again.
>What are banks gonna do? Not buy more AAPL?
Yes. If they don't think prices will go up anymore they will.
>But QE can just print money forever
We haven't tried. Nobody knows.

>>27078760
Look at the September 2nd threads if you wanna read the same arguments about "QQQ 400 EoY". Markets not only go up, which people seem to forget every six months, which creates a great buying opportunity as overleveraged fucks get BTFO.

Bonds are shit, but that doesn't mean pouring even more money into stocks with barely any growth is a great idea every day of every week.

>>23846215
I fired my last dry powder on the Qs today. If we dip further, and I don't see why we should, I am out of cash to buy the crash.