In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the housing market, credit spreads and US treasuries, small cap stocks, the credit bubble, US corporate profits, global trade war, US stock market, and echoes of October 1987.
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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?
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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”).
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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.
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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.
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