Financial market overview

Warren Buffett Turns Cautious: Major Market Rotation in the Offing?

2024.11.11 03:12

What if the inflation problem has not actually been effectively addressed?

Jesse Felder Tweet

It could have important implications for not only monetary but fiscal policy in the near future.

Jesse Felder Tweet

This may be one reason some of the smartest investors on the planet have turned more cautious of late.

Berkshire Hathway Cash pile

It could also be that equity valuations are simply too rich.

P/E Ratio of Top 10 S&P 500 Companies

Perhaps markets are finally ripe for another major rotation.

Small Cap vs Large Cap Trading Volume



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