By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I…
Tag: Stock Valuations
JPMorgan’s Kolanovic Says Stocks Will Rebound
Marko Kolanovic of JPMorgan Chase & Co is sticking to his calls for risky assets in the second half of this year, expecting stocks to rebound, according to an article…
Speculative Stock Bets from Bulls are Near Two-Year High
At the end of October, bullish bets on the U.S. stock market from speculative investors rose to their highest level in almost two years, according to a recent Bloomberg article,…
Record Number of Fund Managers Say Stocks are Overvalued
A recent survey of fund managers by Bank of America Merrill Lynch shows that a record number of 78% respondents believe equities are overvalued following their rebound from the March…
Small Cap Premium at Historic High
A recent article in Indexology Blog reports that, for the first half of 2018, small caps are outperforming large caps by the largest margin in eight years. In the past four…
Rob Arnott Says U.S. Stock Valuations Are a Worry
Rob Arnott, founder and CEO of Research Affiliates, says investors should “avoid U.S. stocks and buy emerging market equities to outperform in the coming years,” according to a recent CNBC…
Grantham Says Higher Valuations Will Remain
“The market can stay irrational longer than the investor can stay solvent”, writes Jeremy Grantham in a recent Barron’s article. Grantham addresses the fact that, since 1996, the market mean…
Buffett Says Stocks are Relatively Cheap
Notwithstanding all of the buzz surrounding the “pricey” stock market, legendary investment guru Warren Buffett thinks it’s a still the best place to plant your money. This according to a…