Markets are broken “because fundamentals matter less and less,” @muddywatersre's Carson Block says. “So much of the institutional world and now retail world is dedicated to understanding technical factors. …
by: Clint Siegner Americans may start the New Year without certainty as to who will be sworn in as president on Inauguration Day. President Donald Trump and his supporters can’t
by Craig Hemke via Sprott Money News Over the past few weeks, we’ve tried often to remind you that the year 2020 is unfolding almost identically to the year 2019…at least in terms
by investing-scientist2 Here is a couple of stocks that might be worth your attention this week. This short list was compiled with help of various sources of data, including Buy
Oops. S&P 500 earnings real yield is at its lowest level in a decade! Prior lows were also times that gold outperformed equities. What’s different this time? Stocks have never
by Adam Taggart Well, folks: we’re officially in a price melt-up in nearly all asset classes. Stocks (especially Big Tech), bonds, gold, silver, bitcoin — all are racing higher. And
by Lance Roberts Over the last quarter, the “Death of Fundamentals” has become apparent as investors ignore earnings to chase market momentum. However, throughout history, such large divergences between fundamentals and price
It's the liquidity stupid! Central Banks have exacerbated the divergence between equities and fundamentals. The latest rebound in equities was entirely due to P/E expansion. S&P 500 P/E multiple is
by foxyfox71 Autists – Here’s a REIT that your girlfriend wishes that you had in your portfolio: STWD. As you know, commercial mortgage backed REITs are on a takeoff these
By Nick Cunningham Oil prices are back at levels last seen in mid-March, and while fundamentals for crude have improved somewhat, markets have become too optimistic Market euphoria continues to
As BofA Global Research put it this morning: "Hoping that either fundamentals will improve at record speed, or that they simply don't matter is a real risk, given markets' inability
by Lance Roberts On Monday, the markets surged on hopes for a “virus vaccine” and encouraging words for the Federal Reserve that liquidity isn’t going away. Such puts us in the awkward
I don't know anyone who understands fundamentals who could look at this $TSLA report and say I gotta own this t.co/cYx9oOry8G — Thomas Thornton (@TommyThornton) April 29, 2020 $TSLA recognized
The stock market has risen to new highs. The economy is in a serious mess. Many have completely thrown fundamentals out the window. But in a sense, they’ve even thrown
Valuations don’t matter. Earnings don’t matter. Fundamentals don’t matter. Stock returns are being driven by one primary force right now – Fed liquidity. t.co/PnA4cwlvOs — David Kudla (@David_Kudla) December 15,
