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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…
Valuation
23 posts
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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.…
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The Buffett Ratio Remains High
The Buffett Ratio rose to new record highs at the end of last year. In the past, Warren Buffett has opined that the stock market was overvalued when the ratio of the market capitalization of US equites to nominal GDP rose to around 2.0 or higher.…
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More Air Coming Out Of Valuation Multiples
The air continued to come out of stock valuation multiples this past week. It has mostly been coming out of the S&P 500 Growth index’s MegaCap-8—i.e., Alphabet, Amazon, Apple, Meta, Microsoft, Netflix, Nvidia, and Tesla. Consider the following:…
