So that there is no confusion stocks are very over valued right now with the S&P trading on a PE of 22,7, even the Fed gets this as indicated in the November Financial Stability Report. The risk ...

The Fed WILL cut rates in December, the US is only 1 rate cut into a rate cutting cycle so there will be several more rate ...

China set the ball rolling with their $140 billion of stimulus with much more to come during 2025, then we had the first of a series of Fed rate cuts adding fuel to the fire and next is the ...

In a number of past articles, I have tried to prepare those reading my analysis for the strong probability that we can see a long-term bear market. I have outlined the many reasons supporting my ...

Figure 1 updates our history of year-end valuations for stocks of S&P companies on two bases: price to book value (Y axis) and dividend yield (X axis). I thought the year-end 2021 overvaluation ...

The NY Fed has recently published a study on bank failures in the U.S., examining the reasons why banks fail. For this study, the regulator constructed a large database with balance sheet ...