Bespoke BullSh*t

Asset Class Correlations

the only problem is that correlations are not static and so if you try and build a portfolio based on "asset class correlation" you might find yourself of mark real quick

S&P 500 Historical Trailing 12-Month P/E Ratio

Mr. CrossProfit,

I can't claim that I know with "precise certainty" what the author meant, you can so you must know something more than I do.
My point was that the statistical correlation was weak at best and for you imply that the index will remain stagnant, based on what you read on this post, is overreaching.
If you believe that markets are unpredictable by nature, than this type of analysis is not only useless but dangerous even. If you believe that trailing P/E ratios can indicate the general direction of the markets, best of luck to you.

S&P 500 Historical Trailing 12-Month P/E Ratio

"In recent years, however, the trend has reversed. From 2004 to 2007, earnings expanded at a faster pace than price, even as the market rallied. Since the market peaked in late 2007, however, earnings have slowed and P/Es have risen sharply.".... Yes, it means low or insignificant correlation or non static correlation, totally useless

Market Response to Last 15 Non-Farm Payroll Reports Negative

I still fail to understand the point of most of your "research pieces", this one included. What are you trying to say? That one should sell the market because of the non-farm payrolls numbers being published? I am short the market but not because it's Friday and non-farms are coming out, so I'm not trying to argue against or in favor of being short or long. It your extremely superficial methods I'm trying to argue against.

You keep posting "statistical research" with data from 1,2-5 years. In this case 13 months. It is entirely meaningless so please stop it. 13 months of data in decades of market existence is absolutely meaningless.