Tag: stock valuations
FAANG Stocks Not Even Close To Dot Com Mania
There's been a lot of talk about the so-called FAANG stocks and parallels being drawn against the 2000's dot com bubble. As a reminder,...
Small Caps PE10 Valuation Ratio Getting Lofty
A number of analysts and commentators have been discussing the increasingly high levels of the "Shiller PE", also known as CAPE or PE10, for...
Investors: Is It Time To Put Risk/Reward Into Perspective?
The Deck is Stacked: Putting Risk and Reward into Perspective
"The individual investor should act consistently as an investor and not as a speculator." -...
2017 Equity Market Insights: Do Valuations Matter?
This post was written with Craig Basinger of Richardson GMP.
The Market Multiple
This is generally understood to be the price of the equity index divided...
‘Trump Trade’ Reversal Nears As Growth & Reflation Meme Overdone
On the night of the U.S. Presidential election, many investment assets went from a state of sheer panic at the prospect of Donald Trump...
Assessing The Aging Bull Market For Stocks In 3 Charts
The bull market in U.S. stocks is 8 years old.
After a harrowing 57-percent collapse that began in October 2007, the S&P 500 large cap...
Party Like It’s 1999: Equity Valuations At Historic Levels
Valuations Compared with Fundamentals
“Today’s equity market valuations have only been eclipsed by those of 1929, and 1999.” Given the continuing equity market rally...
S&P 500 Valuations Highest Since 2002… But Does It Matter?
his post was written by Derek Benedet of Richardson GMP.
The S&P 500 (INDEXSP:.INX) is now trading at 17.7x consensus estimated earnings for the next...
Investing Strategy Outlook: Cyclical Rally Gains Broad Support
S&P 500: The Path of Least Resistance Remains Higher
The weight of the evidence suggests that the benefit of the doubt remains with the bullish case....
Policy Trumpacho: How And Why Markets Are Rationalizing The Irrational
"Pulling Awesome Forward", printed on inauguration day, discussed how markets had priced in a lot of good with the S&P 500 rising ~8% since...













