Tuesday, October 3, 2017
Message to Buffett: Thanks a Million!
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Among the various stock market valuation gauges, Warren Buffett has said he favors the ratio of the value of all stocks traded in the US...
Tuesday, September 26, 2017
Janet in Wonderland
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Borio vs Yellen. Last Wednesday, Fed Chair Yellen, in her press conference following the latest FOMC meeting, reminded me of Alice i...
Wednesday, September 20, 2017
Valuation Debate: Shiller vs. Goldilocks
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The valuation question has been hanging over the current bull market. Valuation ratios such as price/earnings, price/sales, and market ...
Thursday, September 14, 2017
Another Seinfeld Episode for Stocks
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The panic-prone bull market in stocks since 2009 has been less panic-prone. The bull turned a bit anxious again last week as Hurricane Irm...
Wednesday, September 6, 2017
Global Synchronized Growth: Why Now?
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The global economy is running on all six cylinders. It may not be a global synchronized boom, but it is the most synchronized expansion o...
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