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Class of 2024

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Greg P
Greg P
Posted June 10, 2024underCollegeCommencementRoger Federer

This is up there with Steve Jobs’s Stanford speech….Bravo Roger and Dartmouth. Well worth anyone’s 25 minutes.


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Eisman’s Opinion

June 30, 2025

“Bullish Signs Continue. Here’s a summary of the highlights:Market Overview: Both the S&P 500 and NASDAQ reached 52-week highs. The S&P 500 rose approximately 3% and NASDAQ around 4% during the week. Earnings Reports: Strong performance in earnings reports contributed to market growth. Major reports came from companies like Carnival and Nike. Nvidia reported significant […]

Greg P
Greg P

To Short or Not to Short

June 30, 2025

Market Speculation and Valuation 🚀The S&P 500 trading at 23 times next year’s earnings is extremely overextended, signaling potential market overvaluation and speculative behavior. 💡Earnings mean reversion poses a significant risk, as historically high corporate margins could halve earnings if they revert to mean levels. 🎢The MNAV premium in Bitcoin, currently at 2.25x, has historically reached 300% before collapsing, indicating extreme retail speculation and market […]

Greg P
Greg P

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