Brazilian equities are historically cheap even relative to global commodity producers. March 9, 2023 10:12 am
Equity markets remain extremely overvalued… by some 50%… relative to historic trend in terms of market value-to-GDP… which is Buffets favored valuation measure for the overall market… April 22, 2022 10:10 am
You know.. your local mainstream media.. “the growth is exploding”LOL.. real GDP relative to inflation still negative… El-Erian says ‘transitory’ was the ‘worst inflation call in the history’ of the Fed December 15, 2021 12:10 pmDecember 14, 2021 7:10 pm
Vaccinated Israeli Student Catches COVID from Vaccinated Relative and Then Infects 83 High School Students July 6, 2021 8:32 pm
Relative to GDP the second most expensive market all-time…. ‘Father of Reaganomics’ says ‘get out of the market’ February 23, 2019 6:06 pm
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 September 21, 2018 8:03 amSeptember 20, 2018 8:56 am
Chart: Cash is looking increasingly attractive relative to stocks; S&P 500 dividend yield less 3-month T-bill yield July 17, 2018 1:40 pm
Elevated asset valuations relative to disposable income are less a sign of “wealth” than a sign of impending market losses. March 22, 2018 6:07 amMarch 21, 2018 7:51 am