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Markets Rally As The Liquidity Cycle Trends Up | Weekly Round Up

Inflection Point

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Why Is It So Hard to Make Money?

We have a whole generation of people in the business that only know polluted data. We live in this rarefied air, like 130%. It doesn't make any sense. Apple's EV to EBITDA is five times it's normal. That's not normal. And based on its revenue growth, which is now negative, how much should you pay for a company with negative revenue growth? The QE era made the pollution even more toxic. So now it's not just polluted. It was polluted in the 2000 period, 2010 period. But now it's just toxic, like total giggle, garbage in garbage out.

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