With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural for investors to worry that valuations have become over-extended. On traditional valuation measures, valuations do appear high and it does seem reasonable to expect more moderate stock market returns going forward. Here we walk through several different stock valuation approaches to…
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
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