Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are not impossible, obviously, just increasingly difficult. At some point, valuations and the hunt for real yield reign supreme. Let’s look at one reason why, and through the lens of the Equity Risk Premium (ERP). Why should we use the equity risk…
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
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From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
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