by Michael Lebowitz | Apr 28, 2021 | AlphaTack Intel
The Battle Royale: Stocks vs. Bonds. The S&P 500 is at valuations higher than those in 1929 and rival those of 1999. Despite a recession, the index is 25% above where it was trading before the pandemic. The equity stampede is undoubtedly bullish about corporate...
by Lance Roberts | Apr 26, 2021 | AlphaTack Intel
When there is a discussion of low future returns due to valuations, what gets missed is that such requires a bear market. Let me explain. In “Do You Feel Lucky,” Michael Lebowitz compiled a series of valuation metrics and their correlation to future returns. To wit:...
by Justina Lee and Lu Wang, Bloomberg.com | Apr 20, 2021 | AlphaTack Intel
Wall Street bears battered by the Reddit crowd earlier this year have yet to regain their gumption, even with stocks at records and valuations near two-decade highs. The median short interest in members of the S&P 500 sits at just 1.6% of market value, near a...
by Tyler Durden | Apr 16, 2021 | AlphaTack Intel
Authored by Jesse Felder via TheFelderReport.com, The following is an excerpt from a recent Market Comment featured on The Felder Report PREMIUM. As most readers should be well aware, one of the things I monitor most closely is insider buying and selling. Nobody...
by John Mauldin | Apr 16, 2021 | AlphaTack Intel
A tsunami is a wall of water that wipes out everything in its path, typically caused by earthquakes. But first, the water actually disappears from the usual shoreline, leaving land where there should be sea. A tsunami is a wall of water that wipes out everything in...