Bloomberg Briefs: Nowadays, it’s hard to find more exuberant sharing-economy enthusiasts than investors. Uber, the ride-hailing...
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This is just such an information rich chart, even if you are not a CAPE fan: click for ginormous graphic Source: Bloomberg
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Relative to this morning’s column, consider this discussion about inflation and valuation: From Savita Subramanian:...
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Traders returning to their desks after the long holiday weekend will be greeted by the continuing Greek saga,...
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“When an inflation overlay is included, P/Es don’t look as expensive” -Sam Stovall The U.S. equity strategist at...
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I love this debate between the idea of Tobin’s Q-Ratio as th be all for valuation analysis. It is embodied between Smithers &...
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“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...
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Does Picasso Sale Signal a Top for Stocks? Art auction records say more about billionaires than markets. Bloomberg, May 12, 2015 ...
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Stocks, Profits, GDP David R. Kotok, Chairman and Chief Investment Officer Cumberland Advisors May 11, 2015 So here we are....
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