Valuations

They’re Baaaack . . .

June 18, 2018

The U.S. stock market has been on a roller coaster ride in 2018 and has recently moved back into positive territory. The much-celebrated FANG stocks have told the story of [...]

Drumroll Please …

May 10, 2018

Anxiety is rising on Wall Street. The incoming data are beginning to paint a clearer picture. Inflation is on the rise, and the implications of rising inflation for an [...]

Anatomy of a Correction

April 5, 2018

On Monday morning, the S&P 500 bounced off its lowest level of the year for a second time. The first bottom occurred on February 8th at a level that just barely qualified [...]

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 [...]