S&P 500

The Nifty FAANGs

June 25, 2020

At the risk of sounding repetitive, I feel compelled to revisit a trend that has been remarkably consistent and powerful over the past several years. A small number of very [...]

Fear and Greed

September 28, 2016

In an effort to gauge the level of frothiness in stock prices, we periodically like to analyze the stocks within the S&P 500 to determine the characteristics of the best- [...]

Valuations Matter

February 10, 2016

I’ve been writing for a couple years now that much of the appreciation in stock prices over the past six-plus years has been the result of central bank largesse, and [...]