Heads Will Roll
Our first MSFT-centric post was 7/22. These were the two most important items of note in that bullish post: “…now is likely a very opportune time to begin adding to MSFT shares as they could very well be on their…...
Carry On
Because there’s nothing to see in the Shiller P/E chart below. We are pressing incredibly important statistical boundaries for U.S. equity valuations at the current moment and valuations have exceeded their current level of ~24x only 5x in history, all…...