S&P 500 CAPE ratio now above 1929 levels for the only time apart from 1998-2001 Source: Jim Reid, Deutsche Bank One of...
Read More
This is the time of year when firms trot out their annual Year in Preview outlooks. These are counter-productive exercises for...
Read More
Source: YCharts (my annotation) Above is the chart I discussed on BTV yesterday; it shows the Nasdaq 100 from the March...
Read More
Source: Fred A few weeks ago, I explained why euphemisms like “Unprecedented” and...
Read More
Top-Heavy Stock Indexes Are Nothing to Fear It’s not rare for a small group of equities such as Apple, Microsoft and Amazon.com to...
Read More
How the S&P 500 Performed During Major Market Crashes Source: Visual Capitalist I am working on a column on how...
Read More
Source: JP Morgan Asset Management The above is one of my favorite charts. This version comes from a JPM discussion on...
Read More
Source: Morgan Stanley Morgan Stanley has a fascinating report on reduced number of publicly traded companies, and the rise of SPACs,...
Read More
Source: FRASER This is fascinating: A year by year annotated chart, created by L. Merle Hostetler in 1936, while at Cleveland...
Read More
Down 34%, up 44%. This is a mere few months in the 2020 market. Up 10%, down 10% — thats a day or two. The...
Read More