Tag: price to earnings valuations

If you ever want to study human psychology, the capital markets may be one of the best windows into the mind. Markets move based...

There are countless ways to evaluate equities, and they all have glaring flaws. Stock market valuation is not a science with predictive formulas. It is...

2019 looks to be lining up as a simple year for investors. Either a) the bear market has started and a negative wealth feedback loop...

If all goes well for nine more months, the post-financial crisis economic expansion will become the longest economic expansion in recent U.S. history. The U.S....

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...

Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard. In today's article...

The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and investor sentiment),...

The following article is a part of my Gone Fishing Newsletter that I provide to fishing club members each week to identify macro inflection points and...

Macro View With earnings season heating up (179 companies in the S&P 500 report this week), investors are likely to be focused on the ability...

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