Broken Pie Chart
Derek Moore is joined by Shane Skinner this week to discuss the parabolic moves in silver and gold including the record amount of trading. Plus, was PPI a big deal or no problem? Later, looking at the forward valuations of Walmart vs Nvidia in a hypothetical game of which one would you rather hold? You could also flip a coin which would be as good as any analysis. Meanwhile, earnings estimates have ticked higher while the S&P 500 Index moved lower, illustrating a multiple contraction in the forward PE ratio.
Silver and Gold go parabolic
Record trading volumes in silver and gold
Forward EPS estimates tick higher in the S&P 500 Index
PPI Producer Price Index was lower in 2025 than 2024 so why the angst?
Walmart vs Nvidia forward PE ratios
Why is Walmart trading at a higher valuation than Nvidia?
Is AI the reason Walmart is bid up on a valuation measure?
Mentioned in this Episode
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek derek.moore@zegainvestments.com