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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…
Valuation
26 posts
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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…
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Stock Valuation Multiples May Have Bottomed
There are no guarantees in life. Outcomes are usually contingent on a number of other outcomes, and so on. This…
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S&P 500 Fizzles
Thursday's impressive reversal-day rally fizzled today. The big banks reported their Q3 earnings results today. On balance, they…
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Buffett Is Bullish While His Ratio Is Bearish
Yesterday, the Motley Fool reported that Warren Buffett's Berkshire Hathaway was on a buying spree during the recent…
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Valuation-Led Rally Could Sputter This Week
The bull runs in the bond market since June 14 and the stock market since June 16 could stall this…
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Revaluing Earnings
In the past few weeks, industry analysts started to shave their S&P 500 earnings forecasts for this year…
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A Couple of Bullish Bond Market Indicators
Is the bond yield heading higher or lower? It should be heading higher given that it remains well below the…
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No Letup in the Valuation Meltdown
The S&P 500’s forward P/E fell to 15.4 on Friday from just over 20.0…
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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…
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Forward P/Es Falling Faster Than Forward Earnings Are Rising
The S&P 500/400/600 stock price indexes are down 18.1%, 16.1%, and 16.4% ytd through today's close.…
