Tag: stock valuations

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...

In Something Wicked This Way Comes, I provided an in-depth look at how stock repurchases are distorting McDonald’s (MCD) earnings per share and making...

  Lower Rates Longer When interest rates are low and economic data is improving, stocks and the S&P 500 (INDEXSP:.INX) typically get an added opportunity-cost boost relative...

This post was written with Craig Basinger. Markets calmed down last week after seeing a brief return of volatility that certainly raised some eyebrows. One...

As global equity markets have moved higher and higher since what was arguably the start of a new bull market in 2016, a number...

“Valuations are still well below the peak of 1999” say the bulls. They are certainly correct from an absolute basis but we caution that the...

Amidst 2Q17 earnings and elevated multiples, some signs of fatigue are showing up on major U.S. stock market indices. Is this leg of the...

Below are 22 realities to explain why 720Global does not recommend following the herd. From stock market valuations to U.S. economic data to Federal Reserve...