Shawn Tully

I'm a reporter at @FortuneMagazine covering financial news

[Shawn Tully @shawntully1]

just ran a story where market sage Rob Arnott asserts the S&P 500 is way overpriced, and govt bonds' "real yields" easily beat stock

https://t.co/VwaPc2XayS

[Shawn Tully @shawntully1]

My story on Warren Buffett's successor Greg Abel just got posted

Abel will prove a tougher manager than the famouslyhands-off Buffett. The big question: Can he maintain the culture that's attracted sundry willing sellers, and hold activists bent on breaking up Berkshire at bay.

[Shawn Tully @shawntully1]

Apple just hit a $3 trillion valuation. Its PE is 33, twice long-term average and earnings were $100 billion latest fy, 80% over pre-pandemic numbers. Math says Apple's super-stretched at current prices. Here's my analysis in Fortune.

https://t.co/0iwMj0Ceh4

[Shawn Tully @shawntully1]

check out report from attorney Jim Woolery

https://t.co/hH0WKyDdj7

[Shawn Tully @shawntully1]

Check out review of Weijian Shan's book "Money Machine" about first foreign purchases of Chinese bank, great anatomy of a deal story

https://t.co/YohKAC1H1n

[Shawn Tully @shawntully1]

check out my story on possible Bitcoin manipulation https://t.co/38SbqFaP5e

[Shawn Tully @shawntully1]

What the "yield curve" is telling us about future rates is mostly ignored. The signal: yields will go far higher

https://t.co/emCRea28Tw

[Shawn Tully @shawntully1]

Even if high inflation's "transitory," rates will move much higher. That trend will put the stock market's immense valuations and federal budgets in grave danger

https://t.co/UOM61RdLf5

[Shawn Tully @shawntully1]

Musk's a top Bitcoin influencer, and his endorsements boost the value of Tesla's big investment

https://t.co/KBmB4bI3y4

[Shawn Tully @shawntully1]

Blackstone is investing in real estate niches boosted by the pandemic: warehouses, suburban apartments, movie studios, and offices and labs for biotech research

https://t.co/lVFi5RaAWa

[Shawn Tully @shawntully1]

Lennar zweetspot: first time homebuyers in the sunbelt

https://t.co/FYylfBN2Qn

[Shawn Tully @shawntully1]

Soaring lumber prices are sparking a boom in composite decking

https://t.co/naO0gZKUsW

[Shawn Tully @shawntully1]

Investors won't like the loss Tesla will book in Q2 on its Bitcoin holdings

https://t.co/f4NdDMm3jl

[Shawn Tully @shawntully1]

The Bitcoin China crackdown will kill most of the green mining. Will fossil fuels fill the void?

https://t.co/A5HsPJUPhh

[Shawn Tully @shawntully1]

Here's where Bitcoin has to trade for Tesla's investment to stay in the black

https://t.co/d3Qd6AizxH

[Shawn Tully @shawntully1]

The US is riding the biggest housing craze since 2006, and this one has legs

https://t.co/BXhySu4Gzt

[Shawn Tully @shawntully1]

Musk may be the best business guest ever on SNL

https://t.co/vC7g0e0wKC

[Shawn Tully @shawntully1]

This manager of corporate cash says that almost no CFOs are interested in holding Bitcoin

https://t.co/iSJeVMHJTY

[Shawn Tully @shawntully1]

The Shiller PE is one of the best indicators of when stocks are overpriced. And it's flashing red

https://t.co/9qZVA6xwoY

[Shawn Tully @shawntully1]

Southwest seized on the crisis to expand to new markets, and kept paying employees. Now it's poised to soar in the reopening

https://t.co/Mm2w9uFQnx