Tag: stock valuations

Recently, I have been collaborating on a research project with Arun Chopra, an experienced investor and good friend who holds a CFA and CMT....

Before we get into the monthly update and charts, let's discuss a little bit of background on our model and method of analysis. First and foremost,...

The 1Q earnings season is upon us. So far, of the stocks that have reported, Alcoa (AA) was a thumbs down, JP Morgan (JPM)...

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...

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...

The past seven years has seen extraordinary monetary policy employed by the Federal Reserve to satisfy its dual mandate of price stability and full...

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)...

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...

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...

"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...