Seeking Alpha
View as an RSS Feed

John Overstreet  

View John Overstreet's Articles BY TICKER:
Show Summaries  |  Hide Summaries
  • Commodities Stink - But Consider Crude
    Wed, Apr. 8 DIA, GLD, OIL 17 Comments
  • A Market Manifesto For 2015 And Beyond
    Editors' Pick  • Fri, Jan. 9 DIA, SPY, QQQ 15 Comments
  • The Shiller Equilibrium: What Is The Relationship Between Growth And P/E Ratios?
    Dec. 12, 2014 12 Comments
  • Emerging Markets Are In Trouble
    Sep. 29, 2014 DIA, EEM, EEMA 25 Comments
  • Does Gold Disprove Marginal Utility?
    Sep. 18, 2014 GLD, IAU, SGOL 61 Comments
  • Big Macs, Catch Up, And The Dollar Index: Thoughts On The Future Of Global Growth (Part II)
    Aug. 13, 2014 SPY, UDN, UUP 10 Comments
  • Big Macs, Catch Up, And The Dollar Index: Thoughts On The Future Of Global Growth (Part I)
    Aug. 8, 2014 UUP, UDN, SPY Comment!
  • Water And Diamonds, Iron And Gold: The Problem With Commodity Prices
    Editors' Pick  • Jul. 22, 2014 CRUD, DIA, DJP 15 Comments
  • Blood And The Street: Do Foreign Policy Crises Matter?
    Jun. 18, 2014 SPY, DIA, QQQ 2 Comments
  • Playing Chicken With Bulls And Bears
    Jun. 11, 2014 DIA, QQQ, SPY 18 Comments
  • Earnings Growth Suggests Things Will Get A Lot Better Before They Get Worse
    Jun. 2, 2014 DIA, QQQ, SPY 24 Comments
  • Stocks And Bonds Risk Going Parabolic
    May 27, 2014 SPY 26 Comments
  • CAPE Has A Deflation Problem And Earnings May Be The Solution
    May 18, 2014 SPY 16 Comments
  • CAPE, Earnings Volatility And Stock Returns: 1871-2019
    Editors' Pick  • May 6, 2014 DIA, DJP, GSG 11 Comments
  • The Roaring Twenties Are Back
    Apr. 24, 2014 CRUD, DIA, GLD 19 Comments
  • Currencies, Inflation And Global Stock Indexes: Are Devaluations More Good Than Bad?
    Mar. 26, 2014 Comment!
  • Politics, Profits, And Price: 3 Reasons I Am Bearish On Thai Stocks
    Mar. 2, 2014 TF, THD, TTF 1 Comment
  • Shiller's CAPE: A Statistical Fluke
    Editors' Pick  • Jan. 21, 2014 CAPE, SPHQ, HUSE 46 Comments
  • Southeast Asia's Crisis: Global Bust Exacerbating Structural Tensions
    Jan. 1, 2014 EWM, IDX, TTF 8 Comments
  • Putting 2014 In Perspective
    Dec. 19, 2013 BIK, DBC, DIA 4 Comments
  • How Do Stocks Impact Inflation?
    Dec. 5, 2013 SPY 13 Comments
  • Gold And Silver: No More Manipulation!
    Dec. 2, 2013 DBA, DBC, DIA 55 Comments
  • Summers And Krugman On Bubbles And The Great Stagnation
    Editors' Pick  • Nov. 25, 2013 DIA, GLD, GSC 88 Comments
  • ZIRP And The Secular Effect: A New Way Of Interpreting The Yield Curve
    Nov. 18, 2013 DIA, GLD, GSC Comment!
  • There Is More Than A Mere Bubble In The Stock Market
    Nov. 12, 2013 DIA, GLD, GSC 116 Comments
  • Markets Are Neither Efficient Nor Irrational (Part 3)
    Nov. 7, 2013 SPY 7 Comments
  • Markets Are Neither Efficient Nor Irrational (Part 2)
    Nov. 1, 2013 SPY 6 Comments
  • Markets Are Neither Efficient Nor Irrational (Part 1)
    Oct. 25, 2013 DIA, EWZ, GSC 15 Comments
  • Be Bullish: How Interest Rates, Profits And The Stock Market Interact
    Oct. 15, 2013 SPY, IEF 13 Comments
  • Secular Signals Remain Very Bullish, Cyclical Signals Slightly Less So
    Jul. 24, 2013 OIL, DIA 5 Comments
  • Bernanke Is Wrong About Gold
    Jul. 19, 2013 GSG, GLD 28 Comments
  • Silver: A Mere Metal?
    Apr. 29, 2013 SLV, GLD, GSC 9 Comments