Go to Top

Tag Archives

Tag Archives: equity

As the Economy Stagnates, Equity Markets Pivot

Market volatility has marred the last few equity sessions.  The popular indexes all peaked on September 2nd, with the most closely watched S&P 500 down nearly -7% and the tech heavy Nasdaq nearly -10%.  But, don’t be fooled by the indexes.  Anyone with a diversified portfolio has likely had a significantly different experience in 2020. No doubt Q3 GDP will show a rebound of 30% or more.  Many believe that …Read More

Are markets overvalued? Is there another bubble?

It is a mistake to think of the financial markets as a single entity. To answer the question as to whether the markets are overvalued or in a bubble, we have to examine each market separately. In the end, the only market that really appears to be in a bubble is the fixed income market. Equities There is evidence that U.S. equities are at the high end of their value …Read More