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>> No.10235994 [View]
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10235994

1) P/E Ratios are several standard deviations over their historic means
2) 2-10 year treasury spread is in the ~20bps range
3) Core CPI inflation doesn't tell you anything anymore, as it ignores servicing debt, increasing cost of health care, etc

tl;dr this market is a powderkeg and if Q2 earnings aren't fucking ludicrously high, we're going to see some shit

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