Be a voice, not an echo.
By Michael Lebowitz Valuations Are Extreme Even With Rose Tinted Glasses Many investors claim that comparing current valuations to the nifty fifties, roaring twenties, or the go-go nineties is for
#recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F t.co/9c3953rnaQ — Invariant Perspective (@InvariantPersp1) August 28, 2021 #recession … #StockMarket #Bubble edition#SPX #SPX500 $SPY #ES_F t.co/57DPIt7JTf — Invariant Perspective (@InvariantPersp1) August
by Lance Roberts Earnings up, multiples down. Such seems to be a straightforward rationale for why investors should pile into markets as it enters a “new phase.” Such was the suggestion made
The world we live in: 5 quarters up in a row, 6 months up in a row, 6 consecutive new highs in a row and the Fed is printing like
Just heard on CNBC: "Valuations are still not stretched." M'kay. pic.twitter.com/9hGjjRfQyH — John P. Hussman, Ph.D. (@hussmanjp) June 25, 2021 $SPX bullish sentiment 81%, $NDX bullish sentiment 88% – both
Record valuations and leverage alone do not make a market top. Add macro timing: -Faltering consumer confidence-Liquidity drying up-Negative economic surprises-EPS growth deceleration-Yield curve inversions-Extreme VIX short-China shocks to comet.co/9DrQo35QlK
Do you think there will be many of these tech unicorn companies that will go bankrupt? The tech bubble is ancient history for the majority of investors today. They weren’t
– US stock market at truly record valuations while profit growth has peaked. – China is in a historic credit bubble & its currency likely to enter a full-blown crisis.
Excerpted from John Hussman’s Weekly Market Comment, There are three principal phases of a bull market: the first is represented by reviving confidence in the future of business; the second
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”
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
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
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
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
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
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
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
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
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
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