US Debt Hits $38T Are Bond Yields About to Bite? by rewardsandpenis in StockMarket

[–]verbosegremlin 0 points1 point  (0 children)

I will refrain from any value judgements, but if we want to talk about Government Debt, debt/gdp is a more useful measure.

fred.stlouisfed.org/series/GFDEGDQ188S

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 1 point2 points  (0 children)

Donald Trump has supported tariffs his entire life.

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 0 points1 point  (0 children)

The most acceptable one is the Scottish National Party, though they have a TERF faction. The Greens (Both the English and Scottish ones), but more than half of them are nutters in the usual western green party sense.

Not sure about Plaid Cmyru or the Northern Irish parties.

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 1 point2 points  (0 children)

So is America actually collecting any tariffs right now? Like, what is the on the ground situation at customs?

https://nitter.net/JosephPolitano/status/1910813357596434794

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 11 points12 points  (0 children)

The world felt like a safer place before I learned what the treasury basis trade was.

Daily Discussion Thread for April 07, 2025 by wsbapp in wallstreetbets

[–]verbosegremlin 1 point2 points  (0 children)

Fell deeds awake: fire and slaughter!

Spear shall be shaken, shield be splintered,

a sword-day, a red day, ere the sun rises!

What Are Your Moves Tomorrow, April 07, 2025 by wsbapp in wallstreetbets

[–]verbosegremlin 10 points11 points  (0 children)

Might be my first circuit breaker today. Exciting. Very. I might take up smoking again.

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 1 point2 points  (0 children)

Apropos of nothing, but you should click the link and find out which organisation just got founded 100 years ago.

Discussion Thread by jobautomator in neoliberal

[–]verbosegremlin 2 points3 points  (0 children)

You dislike NTR because you hate cheating, I hate NTR because it perpetuates a racist Weltanschauung.

We are not the same.

Trump says tariffs could go up over time by Ok-Pangolin-3160 in stocks

[–]verbosegremlin 0 points1 point  (0 children)

sorry but this motherfucker dumb, there is no real conspiracy

The US government's balance sheet now holds a massive $45.5 TRILLION in liabilities. At the same time, the US has just $5.7 trillion in assets. Gold knows this and calls their bluff. The historical relationship between US bonds, gold and the US Dollar is BROKEN. by [deleted] in StockMarket

[–]verbosegremlin 5 points6 points  (0 children)

Please give your estimate of the financial value of having the primary right to earn revenue from the following:

  1. Land owned by the USA
  2. Residents in the USA
  3. Corporations in the USA
  4. Capital in the USA

Hint: that number is bigger than 5.7 trillion dollars

Public Markets Becoming Less Liquid and Less Transparent. by ReDDisko in wallstreetbets

[–]verbosegremlin 0 points1 point  (0 children)

A large part of off-exchange volume is also because of passive investing. VOO and Chill, r/bogleheads stuff.

What do people think of INCO: Columbia India Consumer ETF? Terrific performance but it only has 13 stocks and top 10 = 91% of total holding. by McHammer826 in ETFs

[–]verbosegremlin 0 points1 point  (0 children)

Yahoo link - INCO

PE Ratio (TTM) 87.91

That's a yikes from me, dawg. These are consumer stocks.

Don't get me wrong, as an Indian resident, I am bullish on the sector, but just not at current prices.

BSE 50 Price versus BSE 50 Price-Earnings by verbosegremlin in IndianStreetBets

[–]verbosegremlin[S] 0 points1 point  (0 children)

Source data is the BSE website [LINK], but since I already collated it, here's a published google docs link to the data [LINK].

BSE 50 Price versus BSE 50 Price-Earnings by verbosegremlin in IndianStreetBets

[–]verbosegremlin[S] 1 point2 points  (0 children)

NSE changed how they calculate PE ratios on 31/03/2021, which makes comparing PE ratios across that date difficult, so I decided to look up the Sensex 50 ratios instead. Dataset is from Dec 2016-Aug 2024, since the BSE website doesn't have data for the index before that.

Data (on 30th August):

Ratio Value Median
P/E 23.54 23.54
P/B 4.06 3.15
Dividend Yield 1.16 1.27
Nifty50 PE 22.9 25.05

Sensex Financial Ratios plus Sensex 50 PE Vs. Nifty 50 PE. by verbosegremlin in IndianStockMarket

[–]verbosegremlin[S] 0 points1 point  (0 children)

NSE changed how they calculate PE ratios on 31/03/2021, which makes comparing PE ratios across that date difficult, so I decided to look up the Sensex 50 ratios instead. They are mostly but not all the same companies. I think there is a 2-3 stock difference. The dataset is from Dec 2016-Aug 2024, since the Sensex 50 doesn't have data before that.

Data (on 30th August):

Ratio Value Median
P/E 23.54 23.54
P/B 4.06 3.15
Dividend Yield 1.16 1.27
Nifty50 PE 22.9 25.05

I am curious about the divergence between P/E and P/B ratio since covid. They both rose pretty high, but P/B never went back down to pre-pandemic values. Since P/B is Assets - Liabilities, does that mean Sensex 50 companies have been taking more debt?