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@dyehuthy
๐“…ž Dyehuthy ๐“Ÿ Novice FOUNDER
@dyehuthy
Novice FOUNDER
Fundamental Analysis
But something changed that correlation:

"Over history, whenever earnings have risen like this, they have always brought interest rates up with them."

And that 'something' could be many (for me a few) of things: inflation (sovereign debt lvl), technological revolutions like AI, etc, etc.

Unfortunately, this chart doesnโ€™t show the correlation between interest rates and S&P 500 EPS during the 1970s and 1980s, which was also a period of high inflation in the U.S.
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May 25, 2026 ยท 02:58 PM ยท 11 views ยท Commons
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Luwyn
@luwyn ยท May 25, 2026 ยท 10:58 PM
One thing to note about the inflation in the 70s and 80s is that a primary driver was the oil price in conjunction with a lack of domestic supply and infrastructure that was self-sustainable. Eastern hemisphere oil was need much more in the past. Now, we have higher oil prices but domestic infrastructure and supply are much more robust and self-sustaining.
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