By Justin Carbonneau (@jjcarbonneau) — Late last year I gave a presentation to investors title, “Alternatives to the 60/40 Stock/Bond Portfolio: Why Investors Should be Thinking About this Now in…
Tag: Market Valuation
Lies, Damn Lies and Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — There has been a lot of talk in recent years about the market’s valuation. And much of that talk has been centered around how expensive it…
The Truth About P/E Ratios
While some analysts argue that the S&P 500’s higher-than-average price-to-earnings (P/E) ratio is setting up a weak 2022, an article in Fisher Investments posits that valuations are actually down over…
Some Observations on the Current Market Valuation
By Jack Forehand, CFA, CFP® (@practicalquant) — We have had a massive run in the US market since the 2020 bear market bottom. Although the wall of worry has been our constant companion…
“Even Crazier” Than The Dotcom Bust Says Munger
In remarks made at the Sohn Conference in Sydney, Australia, Berkshire Hathaway’s Charlie Munger said that the current economy is “even crazier” than the dotcom boom and bust in the…