Sunday, June 30, 2013
Stocks and Homes Fairly Valued (excerpt)
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In a speech last Thursday, Governor Jerome Powell expressed some concern that QE “might drive excessive risk-taking or create bubbles ...
Thursday, June 27, 2013
Earnings: Total vs. Per Share (excerpt)
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Forward earnings for the S&P 500 rose to $117.09 per share during the week of June 20. It’s up from $112.99 at the end of last year. ...
Wednesday, June 26, 2013
Emerging Markets & US Exports
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There was no discussion of exports in Bernanke’s assessment of the economy during his press conference last Wednesday. They’ve stopped g...
Tuesday, June 25, 2013
Gold & TIPS (excerpt)
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The 10-year Treasury bond yield is up 91bps from this year’s low of 1.66% on May 2 to 2.57% yesterday, the highest since August 8, 201...
Sunday, June 23, 2013
P/E Correction (excerpt)
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That’s quite a worry list that piled up last week. It’s remarkable that the S&P 500 didn’t fall more than 2.1% last week. And so far, ...
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