A paper published last month by GMO argues that the market’s current elevated valuations should not be blamed solely on the technology sector. Still, it says the market is expensive…
Tag: Market Valuation
Does GMO's Jeremy Grantham See a Bubble Coming?
GMO’s Jeremy Grantham says stocks and bonds will “fail to generate inflation-beating returns over the next seven years, but he doesn’t see an imminent crash in share prices,” according to…
Cliff Asness Says Stocks and Bonds Will Return only 2%
At the 2nd annual Evidence-Based Investing Conference earlier this month, AQR’s Cliff Asness shared his view that the expensive financial markets will offer weaker returns going forward. This according to…
Are We Partying Like its 1999?
By Jack M. Forehand (@practicalquant) — One of the most common comparisons I hear for the current state of the stock market is the bubble of the late 90s. With…
Hulbert: Small Cap Sector Shockingly Overvalued
In a recent MarketWatch article, Mark Hulbert reveals a revised calculation that the small-cap sector is currently valued at a whopping 78.7 times earnings. He writes, “the Russell 2000’s true…
David Tepper Says the Market is Not Overheated
The head of Appaloosa Management is “rejecting arguments that stocks are overvalued and believes there are still plenty of opportunities,” according to a recent CNBC article. Tepper says “any comparisons…
Shiller Says Market Valuations Warrant Caution
Nobel Laureate Robert Shiller writes in a recent New York Times article that “today’s CAPE is sending a troubling message,” noting that the market valuation ratio he developed (which now…
Buffett Puts Market's Valuation in Context with Earnings Yield vs. 10 Year
In a CNBC interview that aired last month, Warren Buffett shared his thoughts on current market valuations and how he would respond to investors that feel they missed their opportunity…
The Market Valuation Snapshot
In our Hotlist newsletter from last month we took a look at the market’s stretched valuations based on several indicators, and offered insight regarding how actions by the current administration…
European Fund Manager Says Bonds May Rebound
The largest money manager in Europe believes that investors who have driven U.S. stock markets to record highs in anticipation of fiscal stimulus from the Trump administration “may be in…