By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with…
Tag: Market Valuation
Investing Seemed Easy Last Year, But Not Anymore
Investing may have seemed easy last year, with its clear-cut views of where to put money, but that ease has disappeared for both bulls and bears, contends an article in…
Societal Inequality Drives Market Performance
One singular truth to come out of the meme-stock frenzy of 2021 is that the price of stocks and other assets are determined by supply and demand, with demand being…
Market Still Not Priced For Recession
Wall Street still isn’t factoring in the increasingly more dire threat of a recession, and investors cannot rely on the Fed to swoop in and save them this time, contends…
Ducking Market Crashes The Buffett-Shiller Way
An article in Forbes offers an approach for protecting yourself against market volatility, named the Buffett-Shiller method for the two market watchers who inspired it. Rather than a formula for…
Revisiting the Market Valuation in the Wake of This Year’s Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — It looks like the 2022 bear market might be with us longer than many of us had hoped. A study of history would have told us…
Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline
By Jack Forehand, CFA, CFP® (@practicalquant) — The market’s amazing run in the wake of the pandemic has finally hit its first speed bump this year, with the S&P 500 down around 15%…
Challenges for the 60/40 Balanced Investor in Today’s Market
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…
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…
