...a final melt-up then as good as it gets. $SPX P/E Ratios at the beginning of Fed easing cycles: 2024 has the highest P/E at the start of a Fed cutting cycle in 60+ years. https://x.com/Marlin_Capital/status/1841198948746145897
MKT The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint
