Search Results for: 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 The top five tech companies dominate the S&P 500 Index. Image: Statista

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 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? 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…

Valuation – S&P 500 Market Capitalization to GDP vs. S&P 500 Market Capitalization to M2 This chart puts market valuations into perspective, as the massive collapse in the velocity of money has led the Fed to print money. Image: Nordea and Macrobond

FY2 P/E Valuation Premium of Top Five S&P 500 Stocks vs. Rest of Market The valuation of the five largest stocks relative to the rest of the market is not as extreme as it was during the dotcom bubble. Image: Goldman Sachs Global Investment Research

Valuation – Indian Equities Relative to Emerging Market Equities Indian equities lag emerging market peers in recovery. Image: Alpine Macro

Valuation – Global: Gold Mining vs. Broad Market Chart suggesting that gold miners have upside, but a pause is needed first. Image: BCA Research