The Shiller CAPE is at 38-40, second only to the dot-com peak of 44.19. Top-10 concentration exceeds 2000 levels. But Nvidia earned $120B and tech trades at 30x, not 50x. Both sides are right.
The NFL’s National Tight Ends Day this year was back on Oct. 26, but the Buffalo Bills seemed to hold a belated celebration Sunday.
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