The market is always estimating longterm interest rate and inflation through Growth stocks.
Growth stocks are nothing but leverage bets on above two factors.
Be careful always betting on Growth stocks as there is huge embedded MACRO bet coupled with micro.
Stagflation, take care.
More from Valuation
You May Also Like
Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.
He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...
... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:
Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.
Tweet: https://t.co/36FnYnsRT9
Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."
I wonder why...
Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x
Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.
Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq
He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...

... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:
Ivor Cummins BE (Chem) is a former R&D Manager at HP (sourcre: https://t.co/Wbf5scf7gn), turned Content Creator/Podcast Host/YouTube personality. (Call it what you will.)
— Steve (@braidedmanga) November 17, 2020
Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.
Tweet: https://t.co/36FnYnsRT9

Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."
I wonder why...
Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x

Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.
Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq
