Stock Markets Analysis and Opinion

Valuation Extremes Suggest We Could Be on the Cusp of a Lost Decade

2024.10.07 03:02

Lost decades in the markets are not at all uncommon.

Most Starts with High Valuations on Stock and/or Bonds

Current valuation extremes suggest we may be on the cusp of another one.

S&P 500 Fwd PE at Month of 1st Fed Cut

Certainly, it appears equity investors today want to have their cake and eat it, too.

US Interest Rates

Meanwhile, relative values overseas have rarely been so compelling.

EM vs US Equities

And the technicals suggest their long stretch of underperformance may have officially ended.

China Bull Market Breadth



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