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Tag Archives: David Stockman
Q1 Profits: Soft, but Good Enough for Further Valuation Levitation
The media does a terrible job of covering profits. Here are a few tips. First, forget about the percentage of companies beating consensus, which is always way above 50% because companies guide estimates to a number they can beat. (Some … Continue reading
Posted in Uncategorized
Tagged bull market, David Stockman, profits, Stock Market Valuations, Stock Prices
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Stockman’s Scary Sundown – Five Lessons for Long-term Investors
If you want to know why, for most people, their house is a better investment than stocks, read David Stockman’s New York Times jeremiad “Sundown in America.” It is alarming articles like this that convince investors to avoid buying stocks until … Continue reading
Posted in Uncategorized
Tagged David Stockman, stock market bubble, stock market history
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