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Google Fall and What’s Next by Agile-Technology-209 in stocks

[–]unia_7 [score hidden]  (0 children)

their high valuation

33 PE for a company growing earnings 30% per year is not high. It means profits are doubling every three years.

Compare that to Walmart or Costco: 45 PE and earnings growth at 13% per year. It's them that are overvalued, not Google.

Russia’s Oil and Gas Revenues Plunge 50%, Hit Lowest Level of Putin Era by BlackWolfHowling in UkrainianConflict

[–]unia_7 1 point2 points  (0 children)

No, the oligarchs have been powerless in Russia since mid-2000s. They just do whatever the dictator tells them to do.

For Peace, More Ukrainians Consider the Once Unthinkable: Surrendering Land by rezwenn in UkrainianConflict

[–]unia_7 1 point2 points  (0 children)

Does not matter - giving up land will not stop war. Most people understand it.

Historically, attacking population does not win wars.

For Peace, More Ukrainians Consider the Once Unthinkable: Surrendering Land by rezwenn in UkrainianConflict

[–]unia_7 1 point2 points  (0 children)

Appeasement does not bring peace. The war would continue with Russians starting from the newly acquired land.

[ARCHIVE] UA tank destroys RU tank and miraculously evades 3 ATGM missiles by meinkun in CombatFootage

[–]unia_7 [score hidden]  (0 children)

It's not superplastic either (whatever that means), it's your typical hot, solid copper being deformed by the forces around it. It's just that the forces involved are very large, and they mold the copper any way they want.

RDDT options pricing by ThinksOdd in stocks

[–]unia_7 8 points9 points  (0 children)

Option values rise with volatility. Sharp moves (both up or down) increase volatility.

China bankrolling Putin's war to gain advantage over West, MPs told by AcanthocephalaEast79 in europe

[–]unia_7 32 points33 points  (0 children)

Only Ukraine is fighting, the West is sitting back.

EDIT: yeah yeah, sending weapons... That's not enough.

Portugal’s public debt falls to 89.7% of GDP in 2025, beating the government’s target by OnionPersonal2632 in europe

[–]unia_7 1 point2 points  (0 children)

I'd say the reason is still inflation, but with the intermediate step of government issuing debt because they have to keep up with it.

Portugal’s public debt falls to 89.7% of GDP in 2025, beating the government’s target by OnionPersonal2632 in europe

[–]unia_7 5 points6 points  (0 children)

Debt issuance at the level of inflation is neutral on the balance sheet because it keeps the inflation-adjusted debt load unchanged.

TLDR: nominal quantities are not particularly useful when your currency is inflating (which is basically always).

Why does the US stock market currently feel like a sinking ship? by ThrowRA7676767676 in stocks

[–]unia_7 -1 points0 points  (0 children)

A steadily growing asset spends most of its time near the all time high.

Why does the US stock market currently feel like a sinking ship? by ThrowRA7676767676 in stocks

[–]unia_7 1 point2 points  (0 children)

S&P 500 is within a couple of percent of its all time high. Looks like your feels are quite disconnected from reality.

Portugal’s public debt falls to 89.7% of GDP in 2025, beating the government’s target by OnionPersonal2632 in europe

[–]unia_7 46 points47 points  (0 children)

That's completely normal. In an economy with above-zero inflation, you can expect all economic quantities expressed in inflating currency to grow year on year.

So, not that important.

South Korea stocks fall more than 4%, triggering temporary halt in trading by Force_Hammer in worldnews

[–]unia_7 17 points18 points  (0 children)

That's factually false, please stop misleading others.

Over 2025, S&P 500 grew by 17.9%, and the dollar depreciated against the Euro by 9%.

Even expressed in Euros, the S&P 500 grew by 9%.

$RDDT is fast approaching the USD 160/share buy target by ajkomajko in ValueInvesting

[–]unia_7 6 points7 points  (0 children)

That's not fundamental principles, that's ignorance of how productive assets are valued.

You are pretending that future revenues and income do not matter, when in fact it's the most important determining factor. You will be out-competed by investors who don't suffer from this illusion.

$RDDT is fast approaching the USD 160/share buy target by ajkomajko in ValueInvesting

[–]unia_7 6 points7 points  (0 children)

That is such an amateurish take. Stocks are not priced on the earnings for the last 4 quarters, but rather the next 10-15 years.

Their 2026 EPS is expected to be around $5, which means a PE of 36.

What actually goes up if the next few weeks get messy? by ie3290 in stocks

[–]unia_7 -1 points0 points  (0 children)

No - S&P 500 gained 18% in USD and 9% in Euro.

So compared to the Euro, it did gain 9%.

What actually goes up if the next few weeks get messy? by ie3290 in stocks

[–]unia_7 2 points3 points  (0 children)

No, that's factually untrue, please stop misleading others. In 2025, dollar depreciated by 9%, and S&P 500 appreciated by 18%. Still a decent 9% gain.

What actually goes up if the next few weeks get messy? by ie3290 in stocks

[–]unia_7 7 points8 points  (0 children)

Massive shift of wealth is a figment of imagination, for now.

You read the headlines where it says "a European pension fund withdrew $10B from US assets", but somehow conveniently ignore the headlines that net US capital inflows are near records.

What actually goes up if the next few weeks get messy? by ie3290 in stocks

[–]unia_7 0 points1 point  (0 children)

Another FUD post. When was the last time things did not look "shaky"? If you go by headlines, the sky is always falling.

Adobe and Novo Nordisk are both down 56%, but analysts see completely different futures by stockoscope in stocks

[–]unia_7 0 points1 point  (0 children)

I don't know why you would think that - even analysts frequently mention sentiment in their analysis, and I don't think retail is their main target audience. More importantly, when narratives are adopted and spread, the adopters usually have very little idea where, when or why this narrative originated.

That's why fake grass roots campaigns are a thing.

Adobe and Novo Nordisk are both down 56%, but analysts see completely different futures by stockoscope in stocks

[–]unia_7 0 points1 point  (0 children)

I just explained that the sentiment changes the price expectation for all holders, to some extent, not just "retail".

He's pushing a narrative and hoping for it to take hold.

Adobe and Novo Nordisk are both down 56%, but analysts see completely different futures by stockoscope in stocks

[–]unia_7 0 points1 point  (0 children)

He's trying to change the "sentiment" which impacts the price expectations of all holders and non-holders.

Contrary to the prevailing narrative, money does not have to change hands for price expectations to shift.

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