Investors are now earning the smallest earnings yield on the S&P 500 relative to 2-year Treasury yields since 2007; Today’s market has eerie resemblances to previous market peaks

Investors are now earning the smallest earnings yield on the S&P 500 relative to 2-year Treasury yields since 2007. pic.twitter.com/DHhOqOBq2G — Lisa Abramowicz (@lisaabramowicz1) September 20, 2018 So, companies are … Read more

Buybacks (blue line) going parabolic this year and investors haven’t been this bullish on U.S. stocks since 2015 while all of the monetary aggregates have slowed substantially

h/t @MI_Investments Investors haven’t been this bullish on U.S. stocks since 2015 Overweight positioning is sign returns may have peaked: BofA America most popular equity region for first time in 5 … Read more