Here is a nice collection of charts based on Robert Shiller’s data. First, the really long term: For those who haven’t been here before the housing category and tag has lots more on the bubble. My thoughts on the latest data, and that in reality this is long term a good thing, can be...
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HT: James Dailey Thanks for visiting Risk and Return. Please feel free to contact us with any questions and/or comments. Please note our disclaimer. Download article as PDF
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We keep hearing about positive signs month after month, but the latest data on the housing markets shows the pace of declines has been accelerating and widening, not slowing down. In my opinion this is good. The decline in prices of overvalued assets is a good thing, whether houses, stocks or debt. The problem...
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As far as I know Jeremy Grantham has never appeared for the general public on TV or video. We get a real treat from Consuelo Mack of Wealthtrack with Jeremy dispensing advice about where the market is now. Like myself he sees the market as reasonably cheap, but not spectacularly so. He gives sound...
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Doug Short has a bunch of interesting charts on bear markets (click permalink for larger, easier to read version of chart)
You can take a look at what the bottoming process has looked like for all the bear markets since WWII here. Hat tip: Calculated Risk.
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Yes, but they are supposed to be if you want reasonable returns for the risk, which is one more reason the Fed Model is wrong. Compared to the past however not that cheap. Jim Hamilton takes a look: We’re currently at a P/E around 14, a bit below the historical long-run average P/E of...
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Given the carnage in the banking sector overseas it seems pretty hard to justify the idea that people are too optimistic about any financial sector or group overall, but maybe markets still are? Let us forget the specific problems we have been discussing about European financials including them being even more leveraged than here...
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rent a car bulgaria This has fortunately not been an issue for clients at our firm, as losses have been relatively small to non-existent. However, it has been an issue for the many folks looking to become clients. We are having to approach this carefully and with some sympathy. They want to work with...
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