In this week’s Guest EVA, we’ve got two of the financial world’s heaviest heavyweights weighing in on one of the weightiest investment questions: Is the Stock Market Overvalued?
Siegel vs. Shiller: Is the Stock Market Overvalued?
Bubble 3.0: What Could Go Right
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book (tentatively titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”).
Bubble 3.0: The Biggest Bubble Inside the Biggest Bubble Ever
Are US stocks more overvalued than at any other time except 1929 or 1999? Or are they even more expensive? Or are they reasonably priced, as so many media commentators and Wall Street strategists contend? The answer sort of reminds me of the old story of various people applying to be hired as an accountant at a certain firm.
The Oil Market’s Massive Repricing
Life is full of ironies and there may be no more vivid example of that today than in the oil patch. Wouldn’t it be the height of irony if the radical shift by the automotive industry toward electric vehicles (EVs), and away from internal combustion engines (ICEs), created the next oil price surge into triple digits? Sound crazy? Please allow me to explain…with a lot of help from a kindred spirit, the keen minds at the investment research firm Macro Ops.
Bubble 3.0: Up From the Ashes
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book (tentatively titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”).
