Sector Valuations: One Buy, One Bubble?
Below I updated the sector CAPE valuations....there is a pretty wide range - one sector is at 10 and another at a near all...
Valuations Across All Stock Markets since 1979
The difficulty I have with a lot of indicators is just that, they are difficult. If I can't understand what the chart is saying...
CAPE Updates
Below are updates to the CAPE values from our paper Global Value: Building Trading Models with the 10 Year CAPE.
Damodaran on Valuations
Longish piece from Damodaran...
and nice graphic of buybacks and dividends...
Is the S&P 500 at All Time Highs?
If I asked you if US stocks were at all time highs, what would you say? Yes? No?
What if they are both right?
Lots of...
What Premium Looks Like
Some have expressed confusion as to the format of premium, so below is a demonstration. I'm going to do CAPE updates tomorrow then do...
Upcoming Travel and Idea Events
Below are a few interesting events in the next few months, I starred the ones that I will be attending for sure (including SF...
Cloning a Cloner (Pabrai Version)
I was watching this Pabrai video below when I saw an interesting slide below that mentioned cannibals (stock buybacks) as well as cloning (following...
Sniffing For Stocks
I had not seen this newish offering until they emailed me recently - the Bloodhound System. It is a quant stock screener/backtester in the...
Stocks and Valuations
Nice article by USA Today on the number of stocks listed declining over the years. Did you know there are only 3700 stocks in...
