$WMT valuation is stretched. Current P/E is 2x the Maggy 7 (ex-Tesla). This is 50% higher than its historical average. It’s the third highest P/E in 10 years; prior peaks in Oct 2018 and Oct 2021 marked reversals. [引用[1]](https://x.
📌 X Insight Update[x_fin] (2026/02/11 10:40)
US oil production is now shedding year-over-year for the first time in nearly five years. A ~30% drilling rig collapse over the past three years finally bit production, despite the prevailing narrative that efficiency gains alone would hold the line. [1](https://x.
📌 X Insight Update[x_fin] (2026/02/11 02:51)
A bleak picture emerges for lower-income and younger Americans as disappointing holiday retail sales coincide with consumer delinquencies hitting levels not seen since 2017 1.
📌 X Insight Update[x_fin] (2026/02/11 02:51)
Disappointing holiday retail sales paired with 2017-level consumer delinquencies paints a bleak picture for lower-income and younger Americans. 1
Nasdaq 100 (QQQ) has gone nowhere since October.
📌 X Insight Update[x_fin] (2026/02/07 20:20)
The market breadth is stunning: NYSE recorded more new 52-week highs than any point since 2024, the NYSE Advance-Decline Line hit an all-time high, and both Dow Jones Industrial Avg and equally weighted S&P500 closed at fresh record highs. [4](https://x.