Tag: price to earnings valuations

At the December 14, 2016 FOMC press conference, Federal Reserve Chairwoman Janet Yellen responded to a reporter’s question about stock valuations and the possibility...

When asset valuations are extended well beyond historical norms, as they are today, some investment managers elect to take a more defensive and cautious...

It has been eight years since the great financial crisis of 2008, and the Federal Reserve (Fed) is still maintaining an unprecedented level of...

“Mm Mm Good” – But stock market valuations are getting very expensive as the hunt for yield heats up... No U.S. bond trader under the...

Chart 1 in yesterday’s post drew many e-mail responses, some of which were critical.  Critical because the post used a trailing price to earnings...

Since October 1, 2011, the S&P 500 has risen 82% on the heels of strong earnings growth. Let’s start over. Since October 1, 2011, the...

Key Takeaway: A sustained rebound in earnings growth may require more than just favorable currency translations and is unlikely without improved top-line growth. Evidence...

Recently, I have been collaborating on a research project with Arun Chopra, an experienced investor and good friend who holds a CFA and CMT....

Before we get into the monthly update and charts, let's discuss a little bit of background on our model and method of analysis. First and foremost,...

The 1Q earnings season is upon us. So far, of the stocks that have reported, Alcoa (AA) was a thumbs down, JP Morgan (JPM)...