Core Insights - Indian equities have experienced significant growth over the past decade, indicating a strong performance in the stock market [1] - Despite a favorable economic outlook, there are growing concerns among investors regarding current valuations [1] Group 1: Market Performance - The Indian stock market has shown a positive trajectory, with a decade of strong performance [1] - The overall economic conditions remain favorable, suggesting potential for continued growth [1] Group 2: Investor Sentiment - Investors are increasingly worried about the high valuations of Indian equities, which may impact future investment decisions [1]

After Paramount came out with its own hostile takeover offer yesterday, Netflix co-CEO Ted Sarandos says he's not too worried. He spoke at the UBS Global Media and Communications Conference in New York yesterday. Just take a listen.Today's move was entirely expected. We have a deal done and we and we are incredibly happy with the deal. We think it's great for our shareholders, it's great for consumers. We think it's a great way to create and protect jobs in the entertainment industry. We're super confident ...

RT icyponds ( |=0==0=|, |=0==0=| ) (@icyponds)This implies less moonboy math on existing tokens, bringing them more in line with trad company valuations (@santiagoroel thesis).The problem is, however, that getting exposure to this mass adoption is almost impossible from a retail pov. ...

High valuations are fairly good at predicting low long-run returns, but useless over the short run. Surges in Googling do a much better job at forecasting an imminent fall https://t.co/uwwchGaPTJ ...

US stocks have limited scope to deliver outsized gains in 2026 after three straight years of double-digit returns that pushed valuations to lofty levels, according to Bank of America https://t.co/5vdPj6JEBx ...

Forget valuations. Look out for search-engine hits and fund managers getting fired https://t.co/XfF9xxhzru ...

THAN 400 POINTS. THE RUSSELL ALSO UP MORE THAN THREE QUARTERS OF 1%. AND WITH THAT LET'S GET THE CONVERSATION STARTED JOE.HAPPY HOLIDAYS. THANK YOU ALL FOR BEING HERE. >> HAPPY THANKSGIVING FRANK. >> HAPPY THANKSGIVING TO YOU.ALL RIGHT. SO JOE, I WANT TO ASK YOU, OBVIOUSLY TOMORROW'S A HOLIDAY HALF DAY ON FRIDAY. THEN WE HAVE THE LAST MONTH OF THE YEAR.THE ACTION WE'VE SEEN IN NOVEMBER SO FAR. DO YOU EXPECT THAT TO BE A SIGN OF WHAT TO EXPECT GOING ON FOR THIS LAST MONTH. HEALTH CARE AND LEADERSHIP INVESTOR ...

ECB out with a warning kind of it's a hot it's under the radar this morning. They're warning about uh stretch tech valuations. Is that something like the market will care about on a Friday or next Monday.>> Yeah, definitely not caring about it today. But I think it's also just overdone, right. Everyone's worried about stretch valuations.And here's what I think. Go to the data. everyone.It's convenient to compare things to the dot days. But if you take the valuations of the top three stocks in the dot era in ...

Low risk premiums in global markets have kept Australia’s financial conditions easier than they otherwise would be, a senior Reserve Bank official said, warning that stretched valuations leave markets vulnerable to sharp corrections https://t.co/nuY8qFaxOq ...

Core Insights - The market is entering a new period characterized by a shift in investor sentiment, indicating that valuations are becoming increasingly important [1] Group 1 - The current market environment can be described as a paradigm shift, where traditional metrics may no longer hold the same weight [1] - There is a growing emphasis on the significance of valuations in investment decisions [1]