DiscoverThe Salty InvestorsIs it time to switch to Energy?
Is it time to switch to Energy?

Is it time to switch to Energy?

Update: 2024-02-23
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We talk about the valuation gap between the S&P 500 Energy & Tech sectors, market concentration of the top 10% of stocks and a quick look at Singapore Exchange Ltd $SPXCF

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US CPI stubbornly not returning to target, who Cooda Node?

US CPI stubbornly not returning to target, who Cooda Node?

2024-03-1517:13

Will Elevated Inflation force the RBA"s hand?

Will Elevated Inflation force the RBA"s hand?

2023-10-2619:04

Small Caps offer better value than Large Caps

Small Caps offer better value than Large Caps

2024-03-0821:40

How nuts is NVIDA?

How nuts is NVIDA?

2024-03-0327:16

Is it time to switch to Energy?

Is it time to switch to Energy?

2024-02-2319:15

Aussie Unemployment ramps up.

Aussie Unemployment ramps up.

2024-02-1623:11

The Australian Dream gets further out of reach.

The Australian Dream gets further out of reach.

2024-02-0925:49

Aussie Inflation Crashes!

Aussie Inflation Crashes!

2024-02-0221:18

Interest Rate & Tax Cuts. What's not to like?

Interest Rate & Tax Cuts. What's not to like?

2024-01-2824:38

2023 in Review

2023 in Review

2023-12-2228:54

Powell turns dovish, stocks rip.

Powell turns dovish, stocks rip.

2023-12-1528:52

Aussie Living Standards Continue to slide.

Aussie Living Standards Continue to slide.

2023-12-0916:58

Is it time for Aussie Retail yet?

Is it time for Aussie Retail yet?

2023-11-3029:15

S&P500 still historically expensive

S&P500 still historically expensive

2023-11-2320:28

US CPI signals Peak Fed Funds Rate

US CPI signals Peak Fed Funds Rate

2023-11-1619:03

RBA hikes, as they should have

RBA hikes, as they should have

2023-11-1219:26

Pressure Builds on RBA to raise rates

Pressure Builds on RBA to raise rates

2023-11-0223:42

Equity Multiples Still Defy Gravity

Equity Multiples Still Defy Gravity

2023-10-1919:26

1987 Analogs

1987 Analogs

2023-10-1323:41

Discretionary Spending still in the toilet

Discretionary Spending still in the toilet

2023-10-0627:39

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Is it time to switch to Energy?

Is it time to switch to Energy?

The Salty Investors - Scott and Tim