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Stock Valuations

Federal Reserve Board, Interest Rates, Martin Feldstein, P/E Ratio, Stock Market, Stock Valuations

The Case for the Bears

wenningadvice
January 24, 2018

Following yesterday’s case for a continuing bull market, here’s a case for the bears from Martin Feldstein, chairman of the Council of Economic Advisors under President Reagan. Feldstein wrote in…

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Federal Reserve Board, Interest Rates, Martin Feldstein, P/E Ratio, Stock Market, Stock Valuations
Bull Market, CAPE, Donald Luskin, Stock Market, Stock Valuations

The Case for the Bulls

wenningadvice
January 23, 2018

Yesterday I promised to share the case for a continued bull market. Arguing for a continuing rise in stock prices, Donald Luskin, chief investment officer at Trend Macrolytics LLC, wrote…

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Bull Market, CAPE, Donald Luskin, Stock Market, Stock Valuations
Bull Market, Price/Earnings Ratio, Stock Market, Stock Valuations

Is a Market Bubble Coming? Yes and No.

wenningadvice
January 22, 2018

Reasonable arguments can be made that stocks are overvalued and that a correction or even a bear market is imminent. Reasonable arguments can also be made that stock prices are…

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Bull Market, CAPE, Price/Earnings Ratio, Stock Market, Stock Valuations
Diversification, Gold, Stock Market, Stock Valuations

Gold May Have Another Solid Year

wenningadvice
January 17, 2018

While tax reform and deregulation may combine to boost the stock market through 2018, some investors are understandably concerned about excessive stock valuations and the potential for a stock market…

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Diversification, Gold, Stock Market, Stock Valuations
CAPE, Donald Trump, Economic Growth, Economy, Stock Market, Stock Valuations

Trump’s Not Reagan or Obama

wenningadvice
December 5, 2016

Donald Trump is not Ronald Reagan. That should be obvious, but many optimistic conservatives are drawing parallels and predicting economic nirvana over the next four years. That’s unlikely to happen,…

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CAPE, Donald Trump, Economic Growth, Economy, Stock Market, Stock Valuations
Donald Trump, Federal Open Market Committee, Income Inequality, Interest Rates, Stock Market, Stock Valuations

The Apolitical Fed and the “Big, Fat, Ugly Bubble”

wenningadvice
October 3, 2016

“ … nothing at the Fed is political.”                                             …

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Donald Trump, Federal Open Market Committee, Interest Rates, Stock Market, Stock Valuations

Brenda Wenning has 22 years of investment management and security analysis experience. Her company, Wenning Investments, applies the same principles discussed in this blog.

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