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Tag Archives: PE

Market Bubbles: It’s Not The Price, It’s The Mentality.

“Actually, one of the dangers is that people could be throwing risk to the wind and this [market] could be a runaway. We sometimes call that a melt-up and produces prices too high and then if there’s a shock, you come down to Earth and that could impact sentiment. I think this market is fully valued and not undervalued, but I don’t think it’s overvalued,” – Jeremy Siegel Here is an interesting thing. “Market bubbles have NOTHING to do with valuations or fundamentals.” Hold on…don’t start...

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The Next Decade: Valuations & The Destiny Of Low Returns

Jani Ziedins via Cracked Market recently penned an interesting post: “As for what comes next, is this bull market tired? Is a crash long overdue? Not if you look at history. Stocks rallied for nearly 20 years between the early 1980s and the late 1990s. By that measure, we could easily see another decade of strong gains before the next “Big One”. Of course, the worst day in stock market history happened during that 20-year bull market in 1987, so we cannot be complacent. But the prognosis for...

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Valuations, Returns & The Real Value Of Cash

Since the beginning of 2019, the market has risen sharply. That increase was not due to rising earnings and revenues, which have weakened, but rather from multiple expansion. In other words, investors are willing to pay higher prices for weaker earnings. The issue, of course, is that while it may not seem to matter in the short-term, valuations matter a lot in the long-run. I know what you are thinking. “There is NO WAY cash will outperform stocks over the next decade.”  I understand. After a...

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Exclusive Interview: Peter Boockvar

Last week, I visited with Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group and Editor of The Boock Report. He previously was the Chief Market Analyst for The Lindsey Group, a macro economic and market research firm started by Larry Lindsey. Prior to this, Peter spent a brief time at Omega Advisors, a New York-based hedge fund, as a macro analyst and portfolio manager. Before this, he was an employee and partner at Miller Tabak + Co for 18 years where he was recently the...

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Exclusive Interview: Chris Martenson

I recently spent some time with Chris Martenson from Peak Prosperity about the market, the economy, and the “Great Reset” which is approaching. Chris Martenson, PhD (Duke), MBA (Cornell) is an economic researcher and futurist specializing in energy and resource depletion, and co-founder of PeakProsperity.com (along with Adam Taggart). As one of the early econobloggers who forecasted the housing market collapse and stock market correction years in advance, Chris rose to prominence with the...

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Exclusive Interview: Daniel LaCalle

My interview with Daniel LaCalle on everything from Central Bank policy, interest rates, market risk, and the future of economic growth. Read more from Daniel Lacalle at D-Lacalle.com Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s degree in economic investigation (UCV). Chief Economist at Tressis SV Fund Manager at Adriza International Opportunities. Member of the advisory board of the Rafael...

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Exclusive Interview: Doug Kass

My interview with the brilliant Doug Kass on the recent market rout, his views on the world, economic growth, and earnings outlook going into next year. We also talk bonds, market cycles, and why the bull market remains at risk. You can subscribe to Doug’s excellent commentary at Real Money Pro Doug cut his teeth as an investigator and truth-teller as a member of “Nader’s Raiders,” Ralph Nader’s crusaders for consumer protection and safety. In fact, he co-authored Citibank: The Ralph Nader...

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VLOG – Why $1 Million Ain’t What It Used To Be

Clarity Financial Chief Investment Strategist Lance Roberts reviews the ugly truth behind numbers revealing that being a millionaire doesn’t quite have the same cache it did 30-years ago. Also, why buy and hold investing, while it will make you money, won’t meet your financial goals in the future. Subscribe To Our YouTube Channel To Get Notified Of Our Daily Videos

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