Tag: price to earnings valuations

Why Equities In 2016 Are “Like A Bug In Search Of...

On numerous occasions over the past year we suggested that U.S. equity valuations were expensive. Certainly the recent sharp rebound in share prices in...

Are Stock Market Valuation Metrics Unwinding From Highs?

Last year, with the bull market in its seventh year, I wrote a post highlighting the extended levels of several stock market valuation metrics. The conclusion was that...

Stock Market Valuations Remain Elevated Into 1Q 2016

Key Takeaway: Our preferred measures of valuation, which rely on trailing reported earnings, continue to suggest stocks are expensive. Stock market valuations (i.e. measures)...

Market Update: Recession Fears Recede As Stocks Rally

The U.S. stock market appears poised to move higher this week on the back of strong performances by Japan and Europe over the three-day weekend. Foreign...

Market Valuations Still Stretched; SKEW Hits New Highs In January

Since this is my first post on See It Market, I thought I'd offer up a little bit of background on our model and...

Equity Valuations Stretched: Do Not Say You Were Not Warned

"What The Fed did, and I was part of it, was front-loaded an enormous market rally in order to create a wealth effect... and...

2016 Operating Earnings Estimates Lofty; 2017 Even Higher

The S&P just published its operating earnings estimates for S&P 500 companies for 2017, and it is an eye opener. And they are even...

FANG-less: Fundamentals Lacking On Darling FANG Stocks

The acronym FANG represents what has seemingly become the most popular investment strategy of the last few months. FANG constitutes 4 stocks: Facebook, Amazon,...

A Different Perspective On Market Valuations

Risk is not a number. Risk is simply overpaying for an asset. Investment managers who avoid overpaying for assets increase their odds of purchasing...

Market Leans On Corporate Buybacks As Earnings Decline

Late last year as the Federal Reserve was unwinding quantitative easing (QE), there was suspense in the air as to how this might impact...

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