Providing some context around U.S. stock market valuations.
Current Markets
As Good As it Gets?
Is this going to be the best stock market environment ever for young people?
Hedging Inflation is Harder Than it Sounds
Traditional inflation hedges seem to be failing right as inflation reaches its highest level in years.
Some Random Thoughts About Inflation, AMC & Small Caps
3 questions I’m thinking about this week.
The Guy Fieri Theory of Investing in the Internet Age
How Guy Fieri, Stephen A. Smith and Joe Buck explain what’s going on in the markets these days.
Last Year vs. This Year in the Markets
My how the tables have turned this year in the markets.
How to Lose Money When the Stock Market is at All-Time Highs
When the stock market is at all-time highs but the stocks you own are getting crushed.
The U.S. Stock Market SHOULD Be In a Bubble
Why valuations are even harder than ever to use to handicap markets.
The Two Most Underappreciated Forces Driving Markets Today
There are a number of factors that drive the markets that most investors pay attention to. Things like earnings, economic growth, interest rates, inflation, market trends and valuations. All these things matter in terms of setting prices. But they are not the be-all, end-all. You can’t simply take fundamental data as gospel for how the markets…
Some Things I Don’t Know
Some things I’m considering at the moment.