While valuation is known to not be a very effective timing tool, at a certain point, it becomes so extreme that it does matter. This month, we dig into this, plus the current market environment, and prospects for a renewed inflation surge.
Monthly MOTR Checkup Video (MMC): “A Rising Tide Lifts All Boats.” (those with slack in their anchor line, at least)
March 23rd, 2024
Related Market Insights
Some of Our Latest Commentary
Charting My Interruption (CMI): “Don’t Confuse Beta with Resilience”
Highlights If the S&P rallies more than 20%, the easy bet would be that high beta would outperform low beta...beta
Weekly MOTR Report (WMR): “The Sequencing of a Top”
Highlights In this note, we discuss the three-step sequence that we track when monitoring a topping or bottoming process. In
Charting My Interruption (CMI): “Semiconductors at Important Juncture.”
Highlights Not only are the popular averages at a critical juncture, but so too is the MOTR Semi Group. Ranking
Charting My Interruption (CMI): “Wait for it…Wait for it!!!”
Notice I will be celebrating my daughter's wedding this weekend and will therefore not be writing a Weekly MOTR Report,
Weekly MOTR Report (WMR): “Gradually, Then Suddenly.”
Highlights As I have been prone to say over the years, bear markets don't just happen all of a sudden,
Monthly MOTR Checkup Video (MMC): “The Great Shell Game.”
"The Great Shell Game." The market is a shell game, getting investors to focus on the empty 'S&P shell', when
