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Michael hochstat
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Michael hochstat
@HochstatMichael
data maker
Florida, USA Katılım Ocak 2016
1.3K Takip Edilen3.2K Takipçiler
Interesting 👀
Trump says he prefers to destroy the enriched uranium in place, in conjunction with Iran, so long as the IAEA, or its equivalent, are present to witness the “process and event”.
It’s not like we need the uranium for use, we just need to test for its origins, and then destroy it, so Iran, or anyone else, can never use it.
This surely would be a much faster and less messy process than trying to excavate it all and transfer it back to the US. Regardless of which route they decide to go down, the US MIL/Dept of Energy, along with the IAEA, are going to take samples of the uranium for testing, if they haven’t done so already.
Trump talking about the logistics would suggest we are getting closer to the final deal.
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Yardeni: The stock market has had an exuberant stretch since the S&P 500 bottomed on March 30...The bears say the exuberance is irrational, driven by lots of excitement about AI. We say it is rational, based on our Buzz Lightyear Theory (BLT) of "To Infinity and Beyond!"
According to our BLT, there’s a fourth factor or production, not just the historically recognized three. In addition to land, labor, and capital, which are relatively scarce, there’s now data, the supply of which is unlimited...
Instead of focusing on rational versus irrational exuberance, let's compare FOMO to FEMO....FEMO is “Fabulous Earnings Momentum.” Analysts raise their earnings estimates because hard data and company guidance give them reason to do so. We would rather see FEMO than FOMO every time.
This year has been all about FEMO. Through Friday, the S&P 500 is up 9.2% ytd, forward earnings is up 14.4%, and the forward P/E is down 4.6% (chart)....
FOMO inflates the P/E. This market did the opposite. That is why we are not in the bubble camp. FOMO is based on hope and hype. FEMO is based on fundamentals. At 21.1 times forward earnings, the S&P 500 is not irrationally valued unless a recession is coming in the foreseeable future. We don't see one.
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We are living in one of the greatest eras of New York City history.
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Two simple Truths:
Jesus Christ died for our sins.
America’s fallen died for our freedom.
May we live worthy.
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After months of whispers and questions, Emma Navarro spoke about the health issues that forced her to step back from the tour this year, and how she's learning to balance quantity and quality as she returns (very successfully, so far).
Read at Bounces:
benrothenberg.com/p/after-steppi…
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Landry passing that to OG is a firable offense.
Knicks nation collectively gasped.
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