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Higher Oil & Rates (Finally) Hit Stocks As Hawks Circle, Hormuz Hope Fades, Hyperscalers Hiccup
Higher interest rates squeeze younger and lower-income households. 'A rate hike is a blunt tool,' says expert
higher highs, higher lows
what did they mean by this?
Higher ed will soon get patriotic. Renewed great-power rivalry will suppress employer demand for “citizens of the world,” writes @wrmead
Higher rates, meet indebted consumers | opinion
Higher rates don’t kill the stock market, the weak earnings do.
Not saying that 5% yields don't matter
but 5% yields are acceptable if earnings remain high
Hyper growth: ~24x is normal
Above-trend: ~20x is the ceiling
Below-trend: We are cooked
Same interest rate, different fair prices
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