Tag: stock valuations
Great Expectations: S&P 500 CAPE Ratio In Historic Territory
"Never ever lose sight of long term relationships" Paul Krake - View from the Peak
Throughout 2016 we highlighted that various measures of equity valuations...
Are Investors Pulling Too Much “Awesome” Forward?
U.S. markets have “celebrated” the Trump election, with the S&P 500 () rising ~8% after a quick ~4% drop pre-election (and much deeper drop...
Why Wall Street’s S&P 500 Price Forecasts Don’t Add Up
As we dig through several 2017 S&P 500 price forecasts, we discover that a majority of “Wall Street’s top strategists” are calling for a...
How Much Do Stock Market Valuations Historically Matter?
Stock Valuations Drift Higher... How Concerned Should Investors Be?
As the markets kick off 2017, there are some common themes making their way from...
Market Deception: Stock Valuations Twisted To Fit “Low Rates” Story
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...
S&P 500 Stock Buybacks & Dividends: A Walk Through History
One of the hallmarks of post-Great Recession recovery has been aggressive stock buybacks.
In 2Q16, S&P 500 companies spent $127.5 billion on stock buybacks, down...
Today’s Stock Market: Perception vs Reality
When asset valuations are extended well beyond historical norms, as they are today, some investment managers elect to take a more defensive and cautious...
QE Premium On Asset Prices: Is It “Worth” It?
It has been eight years since the great financial crisis of 2008, and the Federal Reserve (Fed) is still maintaining an unprecedented level of...
Insights Into Investing Through Financial Bubbles and Elevators
Financial Bubbles and Elevators
Volumes have been written on behavioral finance and the seemingly “irrational” decisions investors tend to make to avoid straying from the herd....
Mid-Year Research Report: What Are U.S. Stocks Worth?
Hey all, just wanted to let you know that I will be joining MarketInflections.com and supporting there Research division. My company, Aether Analytics is...
