Buffett, Shiller, Bogle & Tobin: Valuations, Forward Returns & Winning The Long-Game February 4, 2019 10:48 am
Looking at stock valuations as a multiple of sales, the U.S. reached a level of overvaluation last January only seen once before in the last three decades — during the dot-com bubble of 1999 and 2000 January 10, 2019 5:38 pm
Social mood is what drives stock market valuations, so a large bear market will be accompanied by a lot more than just financial and economic distress. December 11, 2018 12:42 pm
We’re at 1929 and dot-com bubble valuations, equity bull market is over and it will now turn into a raging bear standing on the waterfall devouring every salmon trying to swim up stream. December 5, 2018 10:13 am
Reminder: Equity Valuations And SWR Are Inversely Correlated – Or Why Not to Worry About The Next Bear Market! October 13, 2018 7:11 pm
Weekend Reading: A Permanent Shift To Valuations? September 14, 2018 3:08 pmSeptember 14, 2018 2:11 pm
2000 vs 2018 Tech Bubble – Over 80% Of IPOs In 2017 Had Negative Earnings, Some Of Them Are Just One Breath Away From Bankruptcy, Sky-High Valuations Everywhere… June 6, 2018 3:47 pmJune 6, 2018 8:05 am
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
Stock Market Rollercoaster… Yellen Calls Valuations 'High' In Last Interview… Banks Shutter 1,700 Branches In Fastest Decline On Record February 5, 2018 12:54 pm
Stock Market “Exuberance” Drives Merger Valuations to “Highest Level on Record” March 29, 2017 10:18 pm
