S&P 500

Forget The Fed Model’s High PE/Low Interest Rate Theory——History And Logic Deny It

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Damned Lies and Statistics——–The High PE/Low Inflation Fallacy

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The Hope Trade Returns——But Even That Is Severely Stunted

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Woe To Seasonality

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Update On Market Overvaluations——-43% to 90% Above Historic Means

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Price To Sales Ratio – Another Nail In The Coffin?

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Negative Revisions, Balance Sheet Rot, “Bre-lief” Rally

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The Fifteenth Of August 1971——A Day Of Monetary Infamy

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Cash As An Asset Class And Stock Prices As A Fed Target

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Wall Street Hockey Sticks——Correcting Sharply Downward Yet Again

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