Tag Archives: Stock market cap-to-GDP

The Moment I Knew America Was In Trouble

We are reposting a piece from June 1st as we were very concerned about the stability of the American Street and where the country was headed.  We were worried about a future full of “peril,” and after the events of … Continue reading

Posted in Equities, Uncategorized | Tagged , | 2 Comments

The Moment I Knew America Was In Trouble

We are reposting a piece from June 1st as we concerned about the stability of the American Street and where the country was headed.  We were worried about a future full of “peril,” and after the events of last Wednesday, … Continue reading

Posted in Equities, Uncategorized | Tagged , | 5 Comments

A Long Way Down To Value

Summary The stock market has completed the first phase of a bear market with a rapid and sharp Q1 sell-off caused by massive deleveraging Stocks still need to deal with its valuation problem as well as discounting the long-term financial … Continue reading

Posted in Equities, Uncategorized | Tagged , | 21 Comments

The Stock Market’s Gas Gauge

The stock market, as defined by the Wilshire 5000 has fallen 35.1 percent from its closing high on February 19th and has been unable to sustain a decent bounce for more than a day.   Our favorite valuation metric, stock market … Continue reading

Posted in Equities, Uncategorized | Tagged | 1 Comment