Tag: stock market bubble

China is taking multiple actions to boost productivity and sustainably strengthen its economy. If successful, China’s efforts come at the expense of the U.S....

Part One of this article showed how growing wealth inequality might pressure the Fed to taper QE and/or raise interest rates. Given the indirect market...

Say what you will about the equity markets, some of which appear overvalued and are pricing in a lot of good news (mainly the...

“Powell Says Fed Policies “Absolutely” Don’t Add To Inequality” - Bloomberg May 2020 The headline above is but one of countless times Fed Chairman Powell...

Those four words are arguably responsible for more loss of capital than any other phrase. (Good old John Templeton!) The phrase pops up all the...

It is difficult to characterize 2020 other than to say ‘unprecedented’. This year does not fit in any historical ‘box’. The pandemic has taken a...

It’s been two decades since stock market valuation metrics such as eyeballs, page-views-per-quarter or price/click have been used. Yet, just because those dotcom-era terms have...

1929: THIS IS WHAT A MELT-UP LOOKS LIKE Prior to the major stock market top on September 3, 1929, the Dow Jones Industrial Average gained...

We believe three factors drive stock prices: fundamentals, technical analysis and human behavior (market psychology). Fundamentals tend to play out and are the driving force...

If a comparison to a dotcom foursome holds true, the rally in the vaunted FANG stocks may be coming to an end. Around Thanksgiving time...