Risk
Signals of a Coming Recession Are Absent, Ned Davis Says
Forget about retreating to defensive stocks for now, per the firm’s analysts, as the risk of a downturn in the ‘next several months is low.’
Tag: bubble
Market Moves
Stocks Way Overvalued by Any Metric, Per Study
Ned Davis Research shows that various ways of gauging price-to-earnings ratios demonstrate equities reaching historically high levels.
Risk
Jeremy Grantham: How to Live in an About-to-Burst ‘Super Bubble’
The noted seer has some refuge investment ideas. Hint: not US stocks.
Risk
Bubble, Bubble: How Bad Will the Bull Market’s Demise Be?
With the market at a record, thoughts of the abyss are rife. Richard Bernstein lays out this dreary view.
Market Moves
Why the GameStop Explosion Won’t Destroy the Stock Rally
Veteran stock seer Jack Ablin sketches out how come last week’s disruption lacks the oomph to derail the market.
Market Moves
Jeremy Grantham Thinks the Bubble Will Burst … But He Has Some Stock Picks
The noted bearish savant isn’t optimistic in general, but still has some ideas he says will see investors through.
Market Moves
Einhorn: The Tech Bubble Has Already Popped
To hedge fund impresario, crazed IPO issuance, overvalued stocks, and nutty post-split advances speak of a peak: September 2.
NEPC Conference Discusses Signs of Real Estate Bubble
US property market 40% above 2007 peak on blended basis.