Small-Caps are on the Upswing

After a brief post-election surge at the end of 2016, small-caps “went nowhere” for nine months, but the asset class has “finally decided to join the party,” writes Ben Carlson…

High Stock Values and the CAPE

The cyclically adjusted price-earnings ratio (CAPE) should not be a focus around current equity price levels, according to a recent Bloomberg article. The CAPE now stands at 30, the article…

Low Volatility Could Be a Safety Net

The CBOE Volatility Index (VIX) has been well below its long-term average (of around 20), according to a recent article in Barron’s, which suggests that this might not necessarily be…

Validea Gets Under the Hood: P/E Ratios

By Justin J. Carbonneau (@jjcarbonneau) —  In our book, “The Guru Investor: How to Beat the Market Using History’s Best Investment Strategies”, we called Benjamin Graham the “Granddaddy of the…

Where's the Market Bubble?

Memories of the “frothy” markets of 2000 and 2007 is tempering investors’ enthusiasm, according to The Wall Street Journal. “After an eight-year bull market and the cheapest borrowing costs in…