by SpontaneousDisorder Sauce www.hussmanfunds.com/comment/mc201116/ By traditional valuation metrics, we were at extremes 5 years ago. That’s when I started becoming perma-bearish. Yet the bubble keeps inflating! Feels like I’m going
Inspiring in a way to see people throw all caution to the wind and pile long into the highest market valuations in history.t.co/bVY4mTmLbb — Sven Henrich (@NorthmanTrader) November 13, 2020
getting hard to justify lofty valuations? pic.twitter.com/b2yHqijyRx — Alastair Williamson (@StockBoardAsset) October 17, 2020 Zoom is almost 2x more expensive than any other stock in the industry. 107x sales.200x next
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
by Lance Roberts The “rationalization” that low rates justify high valuations is but one of several arguments used to justify overpaying for value in a late-stage bull market. As discussed previously, one
Question. What’s left to justify stocks at these absurd valuations? We just had the largest liquidity withdrawal ever! Government borrowed $716B in June alone.That’s $2.8T of net Treasury issuance in
by moneymetals Here’s Why Gold & Silver Have More Utility Than Stocks, Bonds, Cash… Don’t want to listen? Read the podcast below! Welcome to this week’s Market Wrap Podcast, I’m Mike
John Rubino interviewed by Jay Taylor on Turning Hard Times Into Good Times John Rubino, runs the financial website DollarCollapse.com, talks about how to make sense of the apparent detachment of stock values with
by ASoftEngStudent In this week’s edition of DDDD (Data-Driven DD), we’ll be exploring the most common way that investors calculate what a stock’s actually worth, and then why this valuation
Authored by Sven Henrich via NorthmanTrader.com, Well, they’ve done it again. The Fed has once again managed to erase the larger market pain. This time it was not the standard correction
Buffett, Sam Zell, Druckenmiller, Chamath. None of them coming in. A liquidity trap near record valuations. pic.twitter.com/WftOBPu4Yr — Otavio (Tavi) Costa (@TaviCosta) May 13, 2020 World’s Biggest Wealth Fund Faces
by NegativeTangibleBook TL;DR – a high correlation between savings/monetary base ratio and 10y US treasury yields imply yields may soon rise, making stocks less attractive. DISCLAIMER: not a post you
Real economy in meltdown! And we have new ATH in valuations! THIS. IS. INSANITY. pic.twitter.com/dNhMHCgtXk — Henrik Zeberg (@HenrikZeberg) May 6, 2020 "This market is divorced from reality,,,there's such a
Via Global Macro Monitor, More than his words, he spoke with his wallet. He usually relishes a down stock market to take advantage of lower prices. Not this time. He
The commodities-to-equity ratio is at a 50-year low. One of our core positions still is: Long gold & short stocks. Oil and energy stocks have big asymmetric upside here and
This is a fascinating story that’s likely to fuel market volatility and screw up valuations for a while.@YahooFinance Morning Brief has explored this in recent weeks: t.co/PxQHCJuMaJt.co/V2hKQldqMut.co/X6V2ongXn8 t.co/lcGT1M8yWT — Sam