Market Commentary

 

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Valuations Work Globally, Too
May 23, 2014

Values vs. Headlines, and the State of Global Stock Valuations
November 18, 2013

The Chickens Come Home to Roost (But Sometimes It Takes a While)
April 18, 2012

Stock Market Valuations Predict Risk and Return; Indicate Poor Returns from Current Levels
June 17, 2011

The US Government Will Not Choose Deflation
January 7, 2009

US Stock Market Now Priced for Good Returns
October 28, 2008

US Stock Market Priced for Poor Returns
June 5, 2008

A Financial Market Roadmap
March 6, 2007

Our Approach to Market Risks
January 20, 2007

U.S. Stock Market Risks
January 19, 2007

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All Articles

Valuations Work Globally, Too
May 23, 2014

Values vs. Headlines, and the State of Global Stock Valuations
Nov 18, 2013

The Impact of Rising Interest Rates
Aug 30, 2013

Three Distortions that Threaten the US Stock Market
Apr 12, 2013

A Big Picture Overview of Risks and Opportunities for Investors
Jan 14, 2013

Interest on Excess Reserves Does Not an "Exit" Make
Oct 29, 2012

No Exit -- The Real Danger of the Fed's Easy-Money Policies
Oct 29, 2012

Reports of the Euro's Death Have Been Greatly Exaggerated
Jul 15, 2012

Gold Revisited, Part II: Tremendous Potential in Gold Mining Stocks
May 7, 2012

Gold Revisited, Part I: The Fundamental Case for Gold
May 7, 2012

The Chickens Come Home to Roost (But Sometimes It Takes a While)
Apr 18, 2012

United States Headed for Its Own Debt Crisis
Jan 17, 2012

On Market Turbulence
Oct 18, 2011

Stock Market Valuations Predict Risk and Return; Indicate Poor Returns from Current Levels
Jun 17, 2011

Our Looney Tunes Fiscal Situation
Apr 25, 2011

Are Stocks Cheap or Expensive? A Look at Market Fundamentals
Feb 9, 2011

The Recovery Will Continue Until Something Blows Up
Feb 2, 2011

Fundamental Investors Should Fear Inflation, Not Deflation
Sep 13, 2010

Inflation Risk and the Mythical Gold Bubble
Mar 2, 2010

The Recovery(?) and the Outlook for US Stocks
Feb 16, 2010

US Stocks Overpriced Once Again
Oct 29, 2009

Short-Term Gain, Long-Term Pain from the Biggest Stimulus Ever
Jun 10, 2009

US Not Going Down Japan's Road
Mar 16, 2009

The US Government Will Not Choose Deflation
Jan 7, 2009

US Stock Market Now Priced for Good Returns
Oct 28, 2008

The Case for Gold and Gold Stocks
Sep 17, 2008

The Impact of Negative Real Interest Rates
Aug 15, 2008

Thoughts on the Stock Market, Oil, and the Economy
Jul 11, 2008

US Stock Market Priced for Poor Returns
Jun 5, 2008

Dow 13,000 -- Again!
May 2, 2008

Is There a Bubble in Commodities?
Mar 25, 2008

The Return of the 1970s
Mar 3, 2008

What's In Store For 2008
Feb 11, 2008

Markets Panic; the Fed Panics More
Jan 22, 2008

2007 Predictions in Review
Jan 15, 2008

50 Basis Points and the Roadmap Revisited
Sep 21, 2007

Neverending Stories
Jul 25, 2007

Dow 21,000?
May 15, 2007

A Financial Market Roadmap
Mar 6, 2007

The San Diego Housing Bubble
Feb 21, 2007

Our Approach to Market Risks
Jan 20, 2007

U.S. Stock Market Risks
Jan 19, 2007

Cash -- Not as Safe as It Seems
Jan 5, 2007