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Bull/Bear Ratio Remains Under 1.0
The Bull/Bear Ratio (BBR) remains bearish. It has been bouncing around 1.00 since late February. During the bull…
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The stock market is driven by two key variables: the earnings estimates of industry analysts and the valuation multiple that investors are will to pay for those expectations. These QuickTakes monitor the latest developments relevant to stock investors.
181 posts
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público
It’s Officially a Bear Market
On Monday, the latest S&P 500 correction morphed into a bear market when the index closed down more…
público
CPI Unnerves Investors
This past week was an ugly one for the S&P 500 adding significantly (5.1ppts) to the 18.…
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More Central Bank Tightening
Don't fight the central banks when they are fighting inflation. Stock prices dropped today on news that the…
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S&P 500 Industry Analysts Giving Earnings Mixed Reviews
While many industry analysts remain optimistic about the earnings outlook for the S&P 500 industries they cover, some…
público
Bull/Bear Ratio Remains Low
Stock market sentiment remains bearish, which is bullish for longer-term investors with a contrarian streak. Consider the following:
(1) Investors…
público
Tracking Equity Flows
The stock market’s been dropping, but who is selling stocks? Is the stock market so illiquid that just $48.…
público
Beware of Wildlife
On our first day at Yellowstone National Park yesterday, my wife Valerie and I spotted lots of bison, but no…
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A Good Week For a Change
Last week was the first good one for the stock market in quite a while. The S&P 500…
público
Tech Has Had a Rough Year, but What Comes Next?
The front cover story of the May 30 BusinessWeek is titled THE GREAT TECH ROUT (linked below). Might this be…
público
Are the Economic Fundamentals Bullish or Bearish for the S&P 500?
There is a remarkably close fit between the yearly percent change in the S&P 500 stock price index…
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A Short History Of Falling P/Es
In the past, there have been dives in the S&P 500’s valuation multiple similar to the one…
