The top 100 stock
market authors
selected for publication
market authors
selected for publication
You are currently following Conan the Barbarian
Stop FollowingYou are no longer following Conan the Barbarian
-
2317
)
-
Totally disagree, no relation whatsover to current economic conditions. Unless your basis is related just to the Unemployment aspect.
Jan 13 09:51 am
|Rating:
+2
0
All Comments by Conan the Barbarian »This Situation is More Like 1982 Than 1932 [View article]
Of course, it has priced in the Known Negatives, what hasn't it priced in?
At the Bottom in 1982, the DOW was selling at Book Value. The Valuations you speak of are relative to Bull Market conditions.
Prior to 1982, S&P earnings were considered to be very expensive when they hit 15. Nowadays forecasters are not satisfied with making projections for the following year, they make forecasts for the next 3 yrs. But the very next quarter surprises them.
I have seen recent forecasts for the S&P of $50-55. If $50 comes to pass, is the present value inexpensive?
What is the fair value of the S&P with projected earning of $50?