๐Ÿ“ˆ TKer by Sam Ro

๐Ÿ“ˆ TKer by Sam Ro

Share this post

๐Ÿ“ˆ TKer by Sam Ro
๐Ÿ“ˆ TKer by Sam Ro
Market forecasters face a 'garbage in, garbage out' problem ๐Ÿ—‘๏ธ
Copy link
Facebook
Email
Notes
More

Market forecasters face a 'garbage in, garbage out' problem ๐Ÿ—‘๏ธ

Valuation models are extremely sensitive to inputs that are unusually hard to predict right now ๐Ÿงฎ

Sam Ro, CFA's avatar
Sam Ro, CFA
Apr 29, 2025
โˆ™ Paid
12

Share this post

๐Ÿ“ˆ TKer by Sam Ro
๐Ÿ“ˆ TKer by Sam Ro
Market forecasters face a 'garbage in, garbage out' problem ๐Ÿ—‘๏ธ
Copy link
Facebook
Email
Notes
More
1
Share

If youโ€™re trying to predict the direction of the stock market using the forward price-to-earnings (P/E) ratio, you have to nail two numbers: the next-12 monthsโ€™ earnings and the expected forward P/E ratio itself.

To reiterate, you have to nail both of them.

Keep reading with a 7-day free trial

Subscribe to ๐Ÿ“ˆ TKer by Sam Ro to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
ยฉ 2025 Samuel Ro
Privacy โˆ™ Terms โˆ™ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More