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Shawn Tully

@shawntully1

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I'm a reporter at @FortuneMagazine covering financial news

NY
Joined January 2019
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@shawntully1
Shawn Tully
6 months
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.
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@shawntully1
Shawn Tully
6 months
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.
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@shawntully1
Shawn Tully
2 years
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.
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@shawntully1
Shawn Tully
2 years
check out report from attorney Jim Woolery .
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@shawntully1
Shawn Tully
2 years
Check out review of Weijian Shan's book "Money Machine" about first foreign purchases of Chinese bank, great anatomy of a deal story.
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@shawntully1
Shawn Tully
2 years
check out my story on possible Bitcoin manipulation
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@shawntully1
Shawn Tully
4 years
What the "yield curve" is telling us about future rates is mostly ignored. The signal: yields will go far higher.
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@shawntully1
Shawn Tully
4 years
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.
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@shawntully1
Shawn Tully
4 years
Musk's a top Bitcoin influencer, and his endorsements boost the value of Tesla's big investment.
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@shawntully1
Shawn Tully
4 years
Blackstone is investing in real estate niches boosted by the pandemic: warehouses, suburban apartments, movie studios, and offices and labs for biotech research.
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@shawntully1
Shawn Tully
4 years
Lennar zweetspot: first time homebuyers in the sunbelt.
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@shawntully1
Shawn Tully
4 years
Soaring lumber prices are sparking a boom in composite decking.
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@shawntully1
Shawn Tully
4 years
Investors won't like the loss Tesla will book in Q2 on its Bitcoin holdings.
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@shawntully1
Shawn Tully
4 years
The Bitcoin China crackdown will kill most of the green mining. Will fossil fuels fill the void?.
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@shawntully1
Shawn Tully
4 years
Here's where Bitcoin has to trade for Tesla's investment to stay in the black.
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@shawntully1
Shawn Tully
4 years
The US is riding the biggest housing craze since 2006, and this one has legs.
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@shawntully1
Shawn Tully
4 years
Musk may be the best business guest ever on SNL.
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@shawntully1
Shawn Tully
4 years
This manager of corporate cash says that almost no CFOs are interested in holding Bitcoin .
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@shawntully1
Shawn Tully
4 years
The Shiller PE is one of the best indicators of when stocks are overpriced. And it's flashing red.
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@shawntully1
Shawn Tully
4 years
Southwest seized on the crisis to expand to new markets, and kept paying employees. Now it's poised to soar in the reopening .
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