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April 20, 2022 Webinar with Doug Ramsey
A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
March 16, 2022 Webinar with Jim Paulsen
A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
#45 - AAPL Takes on the World
It’s probably about high time that we check in with our past and present members of the esteemed 4% Club.
Podcast #44 - A Detour On The Way To The Moon
It’s been a year since the retail crowd on WallStreetBets—a Reddit forum—banded together to “stick it to the shorts.” The event was short-lived, but the effects are still being felt throughout the market.
January 27, 2022 Webinar with Doug Ramsey
A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
December 20, 2021 Webinar with Jim Paulsen
A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
September 29, 2021 Webinar with Jim Paulsen
A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
Podcast #40 - Big Time
Market environments are driven not just by industry preferences, but also by a bias toward the very largest companies. We have developed a new set of groups composed of the 10 largest companies from each sector. With several of these baskets sporting positive rankings, we felt a closer look was in order.
Podcast #39 - The 2021 EPS Rocket Ship
If you want to see a rocket ship, there’s no need to crane your neck upwards to see the latest exploits of our billionaire space cowboys. Rather, look to our earnings glidepath chart and marvel at the contrails of the 2021 full year operating earnings for the S&P 500.
July 20, 2021 Zoom Call with Doug Ramsey
A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
June 29, 2021 Zoom Call with Jim Paulsen
A replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
Podcast #36 - “How Low” Could Credit Spreads Go?
Everyone is struggling with allocations to a fixed-income market that seems exceptionally over-priced. Cash rates remain near zero, and the 10-year Treasury yield—at 1.65%—sells at a 61x P/E multiple for a coupon without any growth! Moreover, junk-yield spreads are near record lows, and investment-grade credit spreads are at their tightest levels in at least 20 years. Finally, it’s a pretty good bet that yields are headed higher in the next few years.
Podcast #35 - Do You Know Your “Labor Liability?”
After significantly decreasing in the previous decade, employee compensation of U.S. corporations, as a percent of nominal GDP, has risen slowly but steadily since 2010. That is, rising labor costs have proved to be a modest but growing challenge for labor-intensive industries.
Podcast #34 - It’s “REVAL” Time!
Most bull markets of the last 40 years commenced when company fundamentals and earnings were still declining from a recession. Because of that, valuations often worsen considerably during a fresh bull run as the stock market surges despite continued earnings weakness.
Podcast #33 - Introducing the New MTI
We launched a revamped version of our Major Trend Index. The objective of the new methodology is to increase the flexibility, and even the subjectivity of the MTI. This approach recognizes the “subjective reality,” without forcing us into the tedium of re-weighting sub-factors if they become more or less critical as market dynamics evolve.
April 20, 2021 Zoom Call with Doug Ramsey
A replay of a Zoom Call with Chief Investment Officer, Doug Ramsey where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
Podcast #31 - Valuation Extremes: Here Be Dragons
Top decile valuations are often the result of unduly positive investor sentiment that leads to inflated multiples. Bullishness comes in varying strengths: optimism, enthusiasm, exuberance, and, at the extreme, the mania of crowds.
March 9, 2021 Zoom Call with Jim Paulsen
Replay of a Zoom Call with Chief Investment Strategist, Jim Paulsen where he shared his thoughts and observations on today's market and what he sees looking ahead. The slides are available through the PDF Download.
Podcast #29 - Durables' Day In the Sun
Durables have bounced back much stronger than non-durables while services have lagged. Inflation's reaction has been muted to these moves.
Podcast #28 - YOLO Mania
The Redditors came for the hedge funds, and chaos ensued. We think that when the dust settles, the Reddit crowd will be the spark that allowed more powerful market players to inflect the real pain. Our thoughts, from experience, on why this happened and how we try to avoid it.
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