Moderna +175%, NVIDIA Cheap? | The Weekly Rebalance #41

Waste Management just traded at nearly the same P/E ratio as NVIDIA (31.83 vs. 33) — and once you see the moat behind it, it makes total sense. This week Nick and Ethan open with a wild market day (S&P/Nasdaq/Dow all green, Moderna up 175%, and active-portfolio names Mastercard, Ferrari, and Rivian popping 📈), then dig into the Fed's hawkish-leaning minutes ahead of Kevin Warsh's Jackson Hole keynote and a 30-year Treasury yield hitting its highest level since 2007 💵. From there, a full "Research of the Week" deep dive on the waste management oligopoly — landfill permitting moats, tipping fees, recession/inflation resistance, and why WM, Republic Services, and Waste Connections command NVIDIA-level valuations. Plus: renewable natural gas revenue, forever-chemical liability, and a surprisingly great trivia round 🎲.💬 Comment below: would you rather own NVIDIA or a landfill?🔁 Know someone who'd love this deep dive? Share the episode!#Revisor #WeeklyRebalance #RIATech #WasteManagement #MarketAnalysis #EquityValuation #FedWatch #InvestmentStrategy #NVIDIA #OligopolyStocks #PortfolioManagement #FinancialMarkets #Investing #WallStreet #StockMarketNews