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via RecessionAlert: We have updated the RecessionALERT Valuation Index (RAVI) forecast models for the SP500 using fourth quarter 2018 data. Stock market valuations continue to pose a “clear and present danger” … Read more
by The Felder Report The following post was based on an excerpt from a recent report published in The Felder Report PRO. Warren Buffett recently said wrote, “Prices are sky-high for businesses … Read more
via trueeconomics: As raging buybacks of shares and M&As have dropped the free float available in the markets over the recent years, Earnings per Share (EPS) continued to tank. Yet, S&P … Read more
via @mcm_ct: US stocks are the most overvalued ever, higher than prior speculative mania market peaks in 1929 & 2000 1. Price to Sales 2. Price to Book 3. Enterprise … Read more
by Lance Roberts What a difference just a couple of months can make. Since the financial crisis, there has been much commentary written about the low forward returns on stocks … Read more
via Bloomberg: hat just happened? I last wrote one of these newsletters on Dec. 20, the day after the last Federal Reserve monetary meeting. (More on my disappearance later in this … Read more
by SpontaneousDisorder Remember the tea party and occupy movements after the financial crisis? Is A New Revolution In France Just Beginning? The French are partial to a revolution. The French … Read more
The U.S. stock market capitalization as a percent of GDP (Warren Buffett's favorite indicator) shows that we're at 1929 and dot-com bubble valuations: t.co/yAKYS3DTNv $QQQ $SPY pic.twitter.com/cGCXFh9bVf — Jesse Colombo … Read more
by user4847378942 With the current market dip a lot of people might have gotten a little scared, especially with high equity exposure as probably most of us have. So I … Read more
by Lance Roberts One of the ongoing thesis behind a continuation of a bull market from current valuation levels is that there has been a permanent shift higher in valuations … Read more
by jessefelder With the FANG stocks faltering lately investors are starting to become concerned about their impact on the broader market. And there is certainly something to this. Statistically speaking, these market generals … Read more
via Callum Thomas Starting the week off with a long term look at the small end of the market, this chart shows the PE10 Valuation metric (price vs trailing 10 … Read more
No traditional recession indicators raising their hands, but valuations are twitter.com/RecessionAlert2/status/1009848956208271362 With the caveat that a clear improvement in our measures of market internals would shift us to a neutral/constructive … Read more
via Bloomberg: Traditional metrics like P/E and P/B are effectively broken Outdated accounting standards create ‘distortions’ in equities And it’s not just talk. Practitioners now regularly adjust models to give … Read more
The bubble popping in 2000 (it was not 2001) was a lot like an avalanche. It wasn’t clear exactly which snowflake was the one that put it over the tipping … Read more
via @Callum_Thomas The global equity market correction has driven a reset in a number of market metrics such as sentiment (both economic sentiment and investor sentiment), fund flows, positioning, volatility, and … Read more