Is Nvidia in a Bubble? | Don't Give Up on the Bull Market Yet? | French Election Implied Volatility | Shipping Containers
Broken Pie Chart · Derek Moore
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Show Notes
Derek Moore is back to discuss the WSJ article comparing Nvidia to Cisco and Jim Cramer's response. Is Nvidia in a bubble?
Wall Street Journal Article on Cisco 2000 vs Nvidia 2024
Forward PE multiples then and now Cisco vs Nvidia
Data showing bull markets often continue the second half of the year
When markets are up 10% first half of the year what happens next?
Don't give up on the bull market yet based on data?
Implied Volatility spikes in France compared to Germany
What does 100% Moneyness mean in options speak?
Explaining option moneyness at different levels
How does July stack up against other months of the year for S&P 500 returns?
August and July market returns in Election years
Inflation PCE cools while PCE Services less housing still elevated YoY
Container shipping rates rising again to highest level since September 2022
French CAC 40 Market near 10% drawdown from highs
Mentioned in this Episode
WSJ article comparing Cisco in 2000 vs Nvidia in 2024 https://www.wsj.com/finance/investing/nvidia-is-no-cisco-but-it-is-getting-expensive-1938fcc0
Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT
Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt
Derek's new book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag
Contact Derek [email protected]