Are We in a Casino – Dr. Hussman’s Outlook?

2024-03-26T18:31:19+00:00March 26th, 2024|Categories: INVESTMENT|

Executive Summary This week’s Update shares Warren Buffett’s comment regarding the current stock market exhibiting casino-like behavior. However, most of this week’s discussion includes excerpts from Economist Dr. John Hussman’s March 21 Market Commentary (link to full comment below). He points out that current market valuation extreme [...]

Is the Market Overvaluation Widespread?

2024-03-19T16:27:47+00:00March 19th, 2024|Categories: INVESTMENT|

Executive Summary Last week’s issue compared the exuberance in AI stocks (specifically Nvidia) to the Technology Bubble (1990’s-2000) stocks such as Cisco Systems. This week will expand on the broader market (S&P 500) overvaluation for the same time frame. Back in 1999, 43% of stocks were trading [...]

Will This Time Rhyme?

2024-03-12T17:07:15+00:00March 12th, 2024|Categories: INVESTMENT|

Executive Summary In this issue comparisons will be shown between the Technology, or Dot-Com, Bubble and the current Everything Bubble – extended by the AI boom. The first graph from Charles Schwab & Co.’s chief investment strategist shows the Price-to-Sales ratio for the Technology Bubble through the [...]

Is the Unemployment Rate Giving the All-Clear?

2024-03-05T20:03:58+00:00March 5th, 2024|Categories: INVESTMENT|

Executive Summary In January 2024 the Unemployment Rate was 3.7%, leading many to believe the economy is strong due to the labor force. However, digging into the data deeper provides puzzling results. The number of employed persons has increased, albeit so have individuals holding multiple jobs, which [...]