Interest rates and inflation have a much greater role in stock market valuations than you might think, and that means the stock market is on a “very dangerous” path, according…
Category: Market Valuation
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…
Why The Coming Decade Should Be Good For Stocks
Financial historian and NYU Stern School of Business Professor Richard Sylla — who in the late 90s predicted that the next decade would be a weak one for stock returns…
Dreman: Look Past the Fear -- Now's the Time to Buy
While many investors have been fleeing stocks this summer, David Dreman says it’s a good time to be buying. “No, the market volatility and the seemingly never-ending Fed follies are…
Baron: Stocks Cheap, Economy Better Than You Think
Top hedge fund manager Ron Baron says that the recent market turmoil is not signaling another 2008-like crash. In his latest quarterly letter, Baron says that after Lehman Brothers collapsed…
Stocks Pricey and Risky -- But Shouldn't Be Avoided, Shiller Says
Yale Economist Robert Shiller says he thinks stocks “look highly priced, but not super highly priced”. In an interview with Consuelo Mack on WealthTrack, Shiller says the market’s 10-year price/earnings…
Siegel Sees "Irresistible Values"; Says This Isn't Another 2008
Author and Wharton Professor Jeremy Siegel says the current low valuations in the market make it unlikely that we’ll see another decade of meager returns for stocks, like we did…
Grantham Buying for First Time Since '09, But Offers Several Warnings
Jeremy Grantham says his firm is now “very modest buyers” of equities for the first time since mid-2009. “At the close on August 8, a slightly cheap equity portfolio could…
Zweig: Market Is Cheaper -- But Not Cheap
The recent downturn in the stock market has made stocks significantly cheaper than they were before — but they’re not yet “cheap”, according to The Wall Street Journal’s Jason Zweig.…
Siegel: Market Cheap, But Could Get Cheaper
Author and Wharton Professor Jeremy Siegel says he thinks the stock market is selling at an “extraordinarily low” valuation, but that economic fears could continue to push it down further…