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Small, Medium, and Large Cap Stocks
The rally in the S&P 1500 has certainly broadened in recent weeks as the Fed started to cut…
Valuation
23 posts
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Raising Odds Of A Meltup
We've focused on three scenarios since the start of the decade: a 1920s-style Roaring 2020s, a reprise of…
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Market Call: The Bull Market's Alleged Vulnerabilities
The stock market's bull run since October 12, 2022 has raised some concerns lately. According to the naysayers,…
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Technology Now & Then
Are stock market valuations too high? There is no obvious answer to the valuation question. So we are dependent on…
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The S&P 500/400/600 Performance Derby
The S&P 500 LargeCap stock price index is up 44.0% since the end of the latest bear…
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How To Spot A Meltup
We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
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MegaCap-8 Continue To Impress
Through Friday’s close, the S&P 500 price index is up 4.0% ytd to a record high.…
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Valuation-Led Meltup
Meltups and meltdowns in the stock market are mostly attributable to rapid increases or decreases in earnings valuation multiples. The…
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Market Call: Investors Broadening Their Horizon
The current bull market started during October of last year. Since then, the bears have been warning that it was…
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Are Stock Valuations Rerating?
The economic news today was very good. But the stock market sold off sharply for the second day in a…
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Both Analysts & Investors Are Optimistic
In the stock market equation P = P/E x E, the consensus expected forward earnings of industry analysts determines earnings…
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MegaCap-8 Stocks Had a Very Bad 2022
Sometimes it is better to own a small boat than a very large yacht. The former is cheaper to operate…
