…spread between short- and long-term Treasury yields; and a “Risk Indicator”, which tracks the relative value of equities against housing prices, Brimelow writes. Those measures are indicating that “we are…
Search Results for: value
Why Those 1982 Valuations Might Never Come
As the current market rally has evolved, one of the main arguments against this being the start of a new bull market has involved valuations. While value metrics like the…
Shilling: Still Bearish
…and you end up with a year-end S&P value of 600. Shilling’s longer-term prognosis also remains somewhat gloomy. He says that eventually, “there will be a pickup” in earnings and…
O'Shaughnessy: Major Opportunities in Dividend Stocks
Even after the market’s recent rally, Jim O’Shaughnessy is continuing to see a myriad of values in the market, he recently told CNBC. “I think it’s very sustainable,” O’Shaughnessy, the…
The Contrarians' Revenge?
…David Dreman, Bill Miller, and Marty Whitman. “Dreman Contrarian Large Cap Value is up about 7% so far this year, while Third Avenue Value [Whitman’s fund] has gained around 13%…
Many Technical Strategies Didn't Escape Meltdown -- And Now Lag S&P
…Martin. “As the bear market erased $11 trillion from the value of U.S. equities, buy and sell signals from those six technical indicators produced losses of as much as 49…
Schwab Strategists: Rally Will Hold
…you either have to say am I buying good value here or not, and if I am it doesn’t matter if I catch the low. It’s irrelevant.” “In order to…
Grantham: S&P 1000-1100 by Year-End -- Then Trouble
…leads to lower P/E multiples. Oil supply crises also hurt stock values back then. “Without these extra negative factors, the current market seems unlikely to overcorrect below fair value quite…
GMO: International Equities Promising, Govt. Bonds Dangerous
…Value stocks aren’t values right now, GMO states. High quality stocks, meanwhile, “trade at a slight premium to the market when historically they have traded at a much wider 18%…
Gross on Haircuts, Shared Burdens, and those Green Shoots
…it will be haircutted and ‘burden shared’ by stakeholders. In turn, the present value of those flows should reflect an increasing risk premium and a diminishing multiple of annual receipts….