MSFT still trades at ones of its most expensive valuations ever, last time it reached similar levels was at the peak of the Tech Bubble, it then declined by 65% (y-axis is log) October 28, 2022 10:29 pm
Fire! European Stock Valuations Lowest Since 2012 On Strong King Dollar, Atlanta Fed GDPNow Q3 Drops To 0.271% (Bostic Calls For 1.25 MORE Rate Increase) September 29, 2022 7:44 pm
It’s different this time = everyone jamming $$ into equities at 90th %tile valuations and ahead of the Fed that is embarking on the biggest tightening campaign in 40yrs. April 7, 2022 5:06 pm
High Inflation Means Lower Equity Valuations – Shiller’s CAPE at 40 today, likely to drop to 25 at 5% inflation. 37% equity decline possible. January 13, 2022 12:29 pm
Do valuations still matter? The gap between the S&P 500 and corporate profits after tax remains very wide August 29, 2021 8:22 am
Sven Henrich: The Fed is printing like it’s 2008 with valuations north of 205% market cap to GDP while billionaires are celebrating launching themselves into space. July 2, 2021 3:23 pm
Record valuations and leverage alone do not make a market top. Add macro timing: April 30, 2019 6:16 pmApril 29, 2019 10:59 pm
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. April 21, 2019 1:24 pmApril 21, 2019 1:24 pm
John Hussman: “If you understand valuations and market history, you know we’re not joking.” April 13, 2019 7:13 pm
How The Buffett Yardstick Shows Both ‘Sky-High’ Stock Market Valuations And Investor Sentiment March 7, 2019 6:30 pm
Highest Valuations Ever – US stocks are the most overvalued ever, higher than prior speculative mania market peaks in 1929 & 2000 March 7, 2019 6:42 amMarch 6, 2019 7:56 am
