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Equity Markets: Rooster Today, Feather Duster Tomorrow
- The U.S. economy continues to strengthen and should expand for at least a couple more years.
- This environment of mild inflation, low interest rates, loose monetary policy, improving economic prospects, and record corporate profits has done wonders for risk assets.
- Risk aversion is mostly absent and we suspect it will become more so.
- The S&P 500 is now trading for a price-to-sales multiple that is higher than any other period in history except for the peak years of the technology bubble.
- Without an adequate risk management process, investors will likely experience sub par returns (at best) over the next seven years.
- Chilly Jobs Report: Its Internals Will Warm You Up
- Record Highs: Will 2014 Be The Same Old Song And Dance?
- The Profit Debate Rages But Read This First
- The Fed Had No Choice, Do You?
Beware Data Revisions!
Jul. 25, 2013 • 6 Comments
- Equity Markets: A House Made Of Sand
- Stock Markets Aren't Cheap
- Fooled By Facts: Is The Stock Market Cheap?
- A Cinderella Story In 2012 - Is The Clock About To Strike Midnight?
- Market To Economy: Heads I Win, Tails You Lose
- Happy Birthday! Economic Recovery Turns 3 - What's Next?
- ISM Contracts: New Recession Under Way?
- Central Banks Appease While Governments Twiddle Thumbs
- Euros And Gyros: Greece's Decision And Your Exposure