My favorite quarterly chart book is out. These few charts caught my eye: click for much larger charts
Read More
What’s going on in the public markets? What are all these so-called “unicorns”? What’s going on in venture capital? “This...
Read More
Bloomberg Briefs: Nowadays, it’s hard to find more exuberant sharing-economy enthusiasts than investors. Uber, the ride-hailing...
Read More
This is just such an information rich chart, even if you are not a CAPE fan: click for ginormous graphic Source: Bloomberg
Read More
Relative to this morning’s column, consider this discussion about inflation and valuation: From Savita Subramanian:...
Read More
Traders returning to their desks after the long holiday weekend will be greeted by the continuing Greek saga,...
Read More
“When an inflation overlay is included, P/Es don’t look as expensive” -Sam Stovall The U.S. equity strategist at...
Read More
I love this debate between the idea of Tobin’s Q-Ratio as th be all for valuation analysis. It is embodied between Smithers &...
Read More
“We are not done on the cost side . . . We think we need to keep raising the bar on that.” So says Bill McNabb, CEO and Chairman of...
Read More
