FMS Investors and Stock Market Valuation
FMS Investors and Stock Market Valuation Is the stock market overvalued? Large number of FMS investors still think stock market is “overvalued” at 71%. Image: BofA Global Fund Manager Survey
Market Valuation of S&P 500 Top Five Tech Companies Relative to All Others
Market Valuation of S&P 500 Top Five Tech Companies Relative to All Others The top five tech companies dominate the S&P 500 Index. Image: Statista
U.S. Market Valuation
U.S. Market Valuation Chart suggesting that the U.S. stock market seems expensive in a number of ways. Image: Paolo Cardena
Emerging Market Valuations
Emerging Market Valuations Chart suggesting that emerging market valuations are not cheap for bargain investors. Image: J.P. Morgan
Why the Stock Market Valuation Matters Before a Recession?
Why the Stock Market Valuation Matters Before a Recession? When the stock market is VERY overvalued before a recession, it tends to be VERY undervalued. Like the swing of a pendulum, or the stretching of a rubber band, sooner or later it comes back very violently. This happened in 1973, 2000 and 2008. The US…
Stock Market Valuation
https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-valuation.mp4 This powerful model looks into the US stock market and alerts if it is overvalued or undervalued The model shows the valuation percentage to the right and to the left. In the middle, it shows what the probability of each event happening is. Probability is a way to show how often an event will…
Financial Markets – Stock-to-Bond Ratio and S&P 500 Composite Valuation Index
Financial Markets – Stock-to-Bond Ratio and S&P 500 Composite Valuation Index Financial markets are pricing in a major economic boom. Image: Alpine Macro
Valuation – Market Capitalization of Stock Market / M2 Money Supply
Valuation – Market Capitalization of Stock Market / M2 Money Supply Is the U.S. stock market in the danger zone? Image: Gavekal, Macrobond
Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio
Valuation – MSCI ACWI World Market Capitalization to Global GDP Ratio The MSCI ACWI World Market Capitalization to GDP ratio is at record high. Image: Morgan Stanley Research
Market Capitalization and Trading Volumes in Extremely High-Valuation U.S. Stocks
Market Capitalization and Trading Volumes in Extremely High-Valuation U.S. Stocks Trading volumes in extremely high-valuation U.S. stocks have surged since 2020. Image: Goldman Sachs Global Investment Research