Value stocks cheapest relative to growth stocks in 40 years. AIA Weekly 12.28.24

Value stocks have been the cheapest relative to growth stocks in 40 years. Sell overvalued stocks and buy undervalued ones.

Japan to maximize nuclear power, bolster renewable energy as electricity demand grows

Cameco CEO optimistic about the uranium market heading into 2025 despite potential headwinds

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[frontier]

I’m a Polish guy it's cool that you've mentioned Jan III Sobieski.

[JW-pqpl]

The one valuable and irreplaceable component of a free society, is the right to say what you think even if it offends someone else.

[NHismypreferredstate]

Well grounded. You are in the minority of the minority. Much appreciated. I look forward to your programs weekly.

[elephantmoney]

Would have been better off just buying index funds. Not many can beat the market

[mikegould]

The US is Al Bundy talking about setting records at Polk High 🤣

[mattp]

you often say the market is over valued but is it over valued without mag 7 (at ~19x)? also, gmo has been wrong for 2 decades, they don't take growth into account... so while they may be directionally correct, their magnitude is off unless you think US will grow the same as ex-US which seems unlikely (note, your comment that EPS growth cannot grow more than GDP over long term, but that is exactly what happened over past 20 years - look it up - ex-tech EPS has grown in line with GDP but when you add in the tech sector EPS has grown almost 2x GDP ). As for the 493 growing 13% next year, those estimates are always too high... say they only grow 5%, then you have 5% EPS yield + 5% growth = 10% total return, no?

[thomasbeslanovits]

John I like when you give your views with political views thrown in to it to me that's very important.

[robsmalley]

Turkey - their first nuclear reactors are set to come online very soon, Russian and Azeri gas still undisrupted, well established geothermal and hydro operations, plenty of untapped mineral wealth, healthy demographics, reasonable labor costs, strategic location for EU and middle eastern markets. It's got everything but the oil.

[antonyjh]

"Stupid decarbonisation" is not going to age well.

[Teronix]

There is exactly one bullish reason for Nvidia. It is really hard to copy them. You need a huge amount of investment produce something equivalent.
So their market share should be safe.
The problem is can they sell in the future. First crypto miners now AI, is there any more room to grow? Probably not.

[christiancolbert]

There are a lot of people afraid to see and hear what is going on in the uSSA. Thanks for having the courage to see and hear things as they truly are.

[PrinceofPain-wvlo]

The Great Replacement is real..Only it's only for people's of European descent..Not people's of African descent

[toddfennell]

I was so glad to find your content and subscribe. Please don't ruin it by turning it political.

[Stan-mhbf]

There is a reason something is cheap, clearly you are unable to understand it.

[TaKa-uqus]

didnt know you were in Japan. sending love from Japan. I enjoy listening to your talks for weekend beer and chill. thanks

[zyxwfish]

As Peter Schiff says get rid of minimum wage. Picking strawberries in a field is not a career. It’s for high school kids living at home with their parents. If we got rid of minimum wage we could avoid inflation.

[rumcoke]

Cameco is a bubble stock. Ridiculously overvalued. And I do put my money where my mouth is. Im short at 83 CAD. Almost no dividend makes this an easy short I was long from 25-75 btw so I played this 2 ways..

[Peter]

Interesting video John, as you have said, the solutions are neccesarily harsh when we went this fr down the road. The choice is between bad or worse, no good choices left.

[nampmaljr]

Are Europeans leaving the museum? I would. The burning question is where do you go where and how do you bring your money with you? Swiss bank account? Panama bank account? Singapore bank account?

[brendanralph]

Appreciate your work - on point week after week 👌