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Parabolic Silver and Gold | Mini Multiple Contraction | Nvidia vs Walmart | Earnings Estimates Growing
Episode 362

Parabolic Silver and Gold | Mini Multiple Contraction | Nvidia vs Walmart | Earnings Estimates Growing

Broken Pie Chart · Derek Moore

February 2, 202646m 59s

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Show Notes

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 [email protected]