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![Filapek Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::283392877.png) Rudi Filapek-Vandyck [@Filapek](/creator/twitter/Filapek) on x 8852 followers
Created: 2025-07-18 00:38:03 UTC

Have you heard about Macquarie's about-face this week?

"Jesse Livermore famously said, “Markets are never wrong, only opinions are”. Maybe the market wasn’t crazy to re-rate stocks. Maybe it’s how we thought about PEs that was wrong."



#allweatherman #XJO #stocks #equities #XJO

![](https://pbs.twimg.com/card_img/1945738814179405824/bRZIlRGU?format=jpg&name=800x419)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946006516122939709/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)

[Post Link](https://x.com/Filapek/status/1946006516122939709)