Ven Ram expects 85k jobs, but sees the whisper number at 100k. He believes the economy is resilient and the Fed may need to raise rates eventually. He warns that Nasdaq 100 valuations are unsustainable (half the basket at 30x+ PE) and that AI mania could reverse after major IPOs if CapEx is revised lower.
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Ven Ram 4.0
Financial Media
Ven Ram 4.0
6/5/2026 2:32:35 PM
ndx
Ven Ram states half of Nasdaq 100 trades at 30x+ PE, calls it unsustainable, and says markets are 'long in the tooth'. He expects a turning point after major IPOs if CapEx is revised lower.
yields
I think eventually they will have to raise rates.
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| 5/11/2026 10:08:16 AM | medium term down | 20 days later | +0.27% | -0.27% |
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| 5/8/2026 10:34:17 AM | medium term up | 21 days later | +1.47% | +1.47% |
| 5/8/2026 8:52:09 AM | short term up | 7 days later | +4.83% | +4.83% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/7/2026 11:14:07 AM | medium term up | 20 days later | +2.09% | +2.09% |
| 5/5/2026 10:43:29 AM | short term up | 5 days later | +1.24% | +1.24% |
| 5/5/2026 9:59:09 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/5/2026 6:19:06 AM | short term sharp up | 5 days later | +1.24% | +1.86% |
| 5/1/2026 4:44:32 PM | short term up | 7 days later | -0.81% | -0.81% |
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| 4/24/2026 9:53:00 AM | short term up | 7 days later | +2.54% | +2.54% |
| 4/21/2026 4:08:13 PM | short term up | 5 days later | +0.98% | +0.98% |
| 4/18/2026 12:01:38 AM | short term sharp down | 7 days later | +2.02% | -3.04% |
| 4/17/2026 12:08:37 PM | medium term cautious up | 21 days later | +3.76% | +1.88% |
| 4/15/2026 12:05:32 AM | short term down | 5 days later | -0.39% | +0.39% |
| 4/13/2026 7:00:27 PM | short term up | 6 days later | -0.14% | -0.14% |
| 4/10/2026 11:45:00 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/10/2026 11:41:57 PM | short term cautious up | 7 days later | -1.09% | -0.55% |
| 4/9/2026 11:01:58 PM | short term up | 5 days later | -0.81% | -0.81% |
| 4/3/2026 12:36:51 AM | short term down | 7 days later | -0.88% | +0.88% |
| 4/1/2026 11:17:06 AM | short term down | 5 days later | +0.70% | -0.70% |
| 4/1/2026 10:17:51 AM | short term down | 5 days later | +0.70% | -0.70% |
| 3/31/2026 10:09:41 AM | short term up | 5 days later | +0.37% | +0.37% |
| 3/30/2026 2:09:27 PM | short term up | 6 days later | +0.56% | +0.56% |
| 3/30/2026 10:29:13 AM | short term down | 6 days later | +0.56% | -0.56% |
| 3/30/2026 8:40:46 AM | short term cautious down | 6 days later | +0.56% | -0.28% |
| 3/27/2026 11:59:23 AM | short term sharp up | 7 days later | -0.16% | -0.24% |
| 3/27/2026 10:05:53 AM | medium term up | 21 days later | -2.12% | -2.12% |
| 3/27/2026 2:00:21 AM | short term up | 7 days later | -0.16% | -0.16% |
| 3/25/2026 10:19:55 AM | medium term up | 20 days later | -3.03% | -3.03% |
| 3/23/2026 7:21:12 AM | short term up | 6 days later | -1.14% | -1.14% |
| 3/21/2026 1:47:39 AM | long term down | 60 days later | +5.17% | -5.17% |
| 3/20/2026 2:30:40 AM | short term up | 7 days later | +0.18% | +0.18% |
| 3/19/2026 8:12:15 PM | short term down | 5 days later | -1.43% | +1.43% |
| 3/13/2026 9:58:26 PM | short term up | 7 days later | +2.70% | +2.70% |
| 3/13/2026 6:57:37 PM | short term down | 7 days later | +2.70% | -2.70% |
| 3/13/2026 4:40:53 PM | medium term cautious down | 21 days later | +2.73% | -1.36% |
| 3/13/2026 9:59:21 AM | short term sharp up | 7 days later | +2.70% | +4.05% |
| 3/13/2026 6:44:24 AM | short term up | 7 days later | +2.70% | +2.70% |
| 3/11/2026 10:02:21 AM | short term down | 5 days later | -1.66% | +1.66% |
| 3/9/2026 2:08:40 PM | short term up | 6 days later | +2.03% | +2.03% |
| 3/9/2026 10:03:43 AM | short term up | 6 days later | +2.03% | +2.03% |
| 3/3/2026 9:47:37 PM | short term up | 5 days later | +1.37% | +1.37% |
| 3/3/2026 10:53:30 AM | short term up | 5 days later | +1.37% | +1.37% |
| 2/28/2026 1:02:34 AM | medium term sharp down | 21 days later | +7.07% | -10.60% |
| 2/20/2026 5:23:54 PM | short term up | 7 days later | +0.47% | +0.47% |
| 2/19/2026 11:46:00 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 2:30:40 PM | short term up | 5 days later | -0.93% | -0.93% |
| 2/19/2026 8:04:55 AM | medium term up | 20 days later | +4.58% | +4.58% |
| 2/18/2026 11:17:07 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/18/2026 9:44:49 PM | medium term cautious up | 20 days later | +3.26% | +1.63% |
| 2/2/2026 10:10:47 AM | medium term up | 20 days later | -5.73% | -5.73% |
| 1/30/2026 10:19:09 AM | short term up | 7 days later | -1.80% | -1.80% |
| 1/28/2026 1:08:47 AM | short term up | 5 days later | +1.11% | +1.11% |
| 1/21/2026 3:54:53 PM | long term up | 60 days later | +2.00% | +2.00% |
| 1/20/2026 6:00:07 PM | short term up | 5 days later | -0.94% | -0.94% |
| 1/20/2026 3:56:13 PM | medium term sharp up | 20 days later | -2.49% | -3.74% |
| 1/20/2026 5:25:20 AM | short term sharp up | 5 days later | -0.94% | -1.41% |
| 1/8/2026 11:18:05 PM | medium term cautious down | 20 days later | +1.34% | -0.67% |
| 12/24/2025 2:57:09 PM | medium term cautious up | 20 days later | +0.58% | +0.29% |
| 12/23/2025 7:24:06 AM | medium term up | 20 days later | +0.85% | +0.85% |
| 12/22/2025 2:42:18 PM | medium term up | 20 days later | +0.43% | +0.43% |
| 12/19/2025 10:45:28 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/19/2025 8:37:44 AM | medium term up | 21 days later | +0.43% | +0.43% |
| 12/18/2025 11:18:27 PM | short term down | 5 days later | -0.36% | +0.36% |
| 12/18/2025 9:42:38 PM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/18/2025 1:08:16 PM | medium term up | 20 days later | +0.77% | +0.77% |
| 12/18/2025 8:02:41 AM | medium term down | 20 days later | +0.77% | -0.77% |
| 12/17/2025 7:04:39 AM | medium term cautious up | 20 days later | +0.53% | +0.27% |
| 12/16/2025 11:40:23 PM | short term down | 5 days later | +0.43% | -0.43% |
| 12/11/2025 10:26:28 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/11/2025 10:09:14 AM | short term up | 5 days later | -1.03% | -1.03% |
| 12/9/2025 10:56:25 PM | short term up | 5 days later | +0.43% | +0.43% |
| 12/9/2025 10:44:30 AM | short term sharp up | 5 days later | +0.43% | +0.65% |
| 12/9/2025 6:08:48 AM | medium term sharp up | 20 days later | -0.82% | -1.22% |
| 12/8/2025 7:49:51 AM | medium term cautious up | 20 days later | -1.67% | -0.84% |
| 12/4/2025 5:57:16 AM | short term down | 5 days later | +0.60% | -0.60% |
| 12/1/2025 5:28:31 AM | short term cautious down | 6 days later | +2.10% | -1.05% |
| 11/28/2025 12:53:14 PM | short term cautious up | 7 days later | +1.86% | +0.93% |
| 11/25/2025 8:46:35 PM | short term down | 5 days later | +2.45% | -2.45% |
| 11/25/2025 8:46:35 PM | medium term down | 20 days later | +3.78% | -3.78% |
| 11/18/2025 10:02:58 AM | short term down | 5 days later | -2.30% | +2.30% |
| 11/13/2025 1:46:53 PM | medium term cautious down | 20 days later | -0.96% | +0.48% |
| 11/12/2025 2:18:30 PM | short term cautious down | 5 days later | +0.27% | -0.13% |
| 11/12/2025 10:01:21 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/12/2025 7:56:58 AM | short term sharp down | 5 days later | +0.27% | -0.40% |
| 11/11/2025 3:01:41 PM | short term cautious down | 5 days later | +1.67% | -0.84% |
| 11/6/2025 11:18:53 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/6/2025 2:13:19 PM | short term down | 5 days later | -0.68% | +0.68% |
| 11/4/2025 12:00:38 PM | short term cautious up | 5 days later | -1.13% | -0.57% |
| 10/21/2025 10:46:09 AM | medium term up | 20 days later | +4.22% | +4.22% |
| 10/8/2025 9:34:41 PM | short term cautious down | 5 days later | -3.04% | +1.52% |
| 10/2/2025 3:40:39 PM | short term cautious down | 5 days later | +0.24% | -0.12% |
| 10/2/2025 12:44:17 AM | short term down | 5 days later | +0.24% | -0.24% |
| 10/1/2025 10:52:02 AM | short term cautious down | 5 days later | +0.95% | -0.48% |
| 9/30/2025 7:44:54 AM | short term down | 5 days later | +1.36% | -1.36% |
| 9/26/2025 7:55:36 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/26/2025 1:25:54 AM | short term cautious up | 7 days later | +0.51% | +0.25% |
| 9/19/2025 10:47:12 AM | short term up | 7 days later | -0.05% | -0.05% |
| 9/17/2025 10:11:21 AM | short term cautious down | 5 days later | +0.39% | -0.19% |
| 9/12/2025 7:15:05 AM | short term down | 7 days later | +2.70% | -2.70% |
| 9/11/2025 8:51:28 PM | short term cautious down | 5 days later | +0.37% | -0.18% |
| 9/10/2025 8:24:03 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/5/2025 10:16:54 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 8:47:44 AM | short term down | 7 days later | -0.30% | +0.30% |
| 9/5/2025 7:27:44 AM | short term cautious down | 7 days later | -0.30% | +0.15% |
| 9/3/2025 7:42:12 PM | medium term sharp up | 20 days later | -0.69% | -1.04% |
| 8/29/2025 8:13:51 AM | medium term cautious down | 20 days later | -3.13% | +1.57% |
| 8/29/2025 8:13:51 AM | medium term sharp up | 20 days later | -3.13% | -4.70% |
| 8/28/2025 1:17:57 PM | short term cautious up | 5 days later | -0.38% | -0.19% |
| 8/28/2025 7:11:09 AM | medium term sharp up | 20 days later | -2.91% | -4.36% |
| 8/27/2025 10:15:27 AM | short term cautious up | 5 days later | +1.66% | +0.83% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 6:53:39 AM | medium term cautious up | 20 days later | -3.11% | -1.56% |
| 8/27/2025 2:10:17 AM | short term cautious down | 5 days later | +1.66% | -0.83% |
| 8/26/2025 7:44:57 AM | short term cautious down | 6 days later | +0.92% | -0.46% |
| 8/25/2025 12:19:20 PM | short term down | 7 days later | +0.45% | -0.45% |
| 8/20/2025 11:22:19 PM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/20/2025 6:36:06 AM | short term cautious down | 5 days later | -1.66% | +0.83% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | short term cautious down | 5 days later | -0.49% | +0.24% |
| 8/19/2025 7:37:21 AM | medium term cautious down | 20 days later | -5.17% | +2.58% |
| 8/15/2025 10:20:21 AM | short term cautious up | 7 days later | -1.52% | -0.76% |
| 8/7/2025 6:34:17 PM | long term sharp up | 60 days later | -3.69% | -5.53% |
| 8/5/2025 10:44:07 AM | short term cautious down | 5 days later | +1.26% | -0.63% |
| 8/4/2025 10:45:50 AM | short term sharp down | 6 days later | +1.84% | -2.75% |
| 7/22/2025 6:22:47 PM | short term cautious down | 5 days later | +0.73% | -0.36% |
