ajtj99's Market Pulse

[jdaasoc]

RIMM and ISRG havn't given up anything recently.

Liquidity driver bull market still in place until they say otherwise.

Still too many companies under the spectre of buyout by priavte equity for party to end now. Bubble in 90's was doomed by excessive valuaiton.

Current market multiples have already factored in higher stock valuations possibe by private equity buyouts. The preferrential tax difference of 15% tax rate for private equity entities vs 30% range corporate tax rates aren driving this market in many sectors.

My only fear is hyper inflation, which would be decimate multiples.