Tag Archives: stock market bubbles

Obamacare Hits the Fan – and Creates a Stock Market Bubble?

Obamacare could create a stock market bubble because it will restrain job growth and prompt the Fed to maintain super-easy monetary conditions despite an improving global economy. The law was conceived in deception.  Never just a way to procure health … Continue reading

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Not a Bubble; Earnings Are Rising Nicely

Stocks are behaving as I expected.  On Jan 18 I highlighted “valuation levitation,” writing “the market senses that, with rates so low and dividends set to keep growing, investors could decide that stocks deserve a materially higher valuation despite slow … Continue reading

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