Leon Cooperman: Bull Market Cycles Don’t End at Fair Valuation, They Ended at Overvaluation “There is still more room for the market to run. We have a slowdown but not a recession and the market is ok.” Leon Cooperman (Omega Advisors founder) is a great value investor. https://www.youtube.com/watch?v=Xz6ihkuW1AM
Valuation – S&P 500 P/E to VIX Ratio When the S&P 500 valuation-to-volatility ratio is high, it suggests investors pay more for perceived market safety, indicating potential overvaluation and increased market vulnerability to downturns. Image: Real Investment Advice
Secular Bull Markets vs. Secular Bear Markets – S&P 500 / Gold Despite occasional market fluctuations and concerns about overvaluation, the S&P 500 is still in a secular bull market. Image: Morgan Stanley Research
Valuation – Global GDP vs. Global Market Capitalization Is the global market capitalization to global GDP a sign of global equity overvaluation? Image: Richardson Wealth
Global Debt Is Surging Rising debt levels and growing overvaluation of assets increase the risk of financial disruption in the future. Image: Deutsche Bank Research
Gold Price and Valuation FMS investors believe gold overvaluation has dropped. Image: BofA Global Fund Manager Survey
Valuation and Global Asset Price Cycle Interesting chart showing the current average overvaluation estimates across equities, bonds and house prices in major advanced economies. Image: Oxford Economics
Financial Advisor talks Recession, Alternative Investing and Retirement Peter Mallouk, president and founder of Creative Planning, discusses why he does not see an overvaluation of equities, why he is not fan of crypto, and why time is all-important when investing. https://www.youtube.com/watch?v=y0jEosfkkuI