Tag: cape

Our recent article, The End of an Era for Stocks, warns that a tremendous thirty-year tailwind for corporate earnings is dying down. Consistent corporate interest...

As earnings season kicks off, the market is primed to witness some surprising turns in the coming days, weeks, and months ahead.  Powell's speech today...

The bull market surge in 2020 and 2021, followed by the bear market swoon, are great reminders that liquidity and valuations are critical to...

Would you hire a money manager that manages your wealth on false assumptions?   It seems like a bad idea, but many people unknowingly opt...

“Most investors are primarily oriented toward return, how much they can make and pay little attention to risk, how much they can lose.” –...

The golden rule of investing is buy low and sell high. While great advice, it is extremely difficult to accomplish with precision. Because of the...

Imagine a world with two investment options, apples and oranges. Investors are best served to reduce their holdings of apples and to replace them...

Comparing current equity valuations to prior valuation peaks such as those of 2008, 1999 or any other period is commonplace, but remains an essential...

In this week's market video, we analyze Shiller's PE, or the Cyclically Adjusted Price Earnings Ratio (CAPE). Stock valuation measures are generally poor indicators for market...

If someone told you that the President of the United States in 2028 would be a Democrat and a woman from the state of...