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Valuation Ratios

Nov 07 2018

P/E Crash!!

  • Nov 7, 2018

While this year’s liquidity squeeze has yet to exact the toll we ultimately expect on the U.S. stock mar-ket, it has certainly contributed to a sharp compression in P/E multiples.

Jan 07 2017

An Obligatory Rant Over High Valuations

  • Jan 7, 2017

We remain cyclically bullish, but it would be intellectually dishonest to try to make a serious valuation case for the stock market here.

Oct 07 2015

Valuations: The Bad And The Good

  • Oct 7, 2015

Foreign valuations experienced nowhere near the expansion enjoyed by U.S. stocks during the latest bull market, but their cheaper valuations rarely seem to inoculate them from outsized losses during corrections and bear markets.