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): “A ‘Quiet Riot’ in the META-worse.”
Highlights The market's resilience despite META's disappointment confirms that it is just too oversold to make downside progress from here.
Weekly MOTR Report (WMR): “Correction Underway, Tactical Rally Due.”
The Monthly MOTR Checkup Video was published last night, so today's WMR will be brief. In essence, the correction is
Monthly MOTR Checkup Video (MMC): “The ‘Beauty & the Beast’ of Trend Following.”
Corrections are a necessary evil of healthy uptrends--they reset expectations, and flush out bullish sentiment, setting the stage for the
Charting My Interruption (CMI): “Winners Being Winners, Losers Being Losers.”
Highlights The correction continues to unfold in a manner comparable to most corrections in bull markets...painful, but expected. We remain
Weekly MOTR Report (WMR): “Selling Begets Buying in Bull Markets.”
Highlights The correction is well underway now, with the Value Line (average stock) already down over 5% from its recent
Weekly MOTR Report (WMR): “Tech Pausing, Energy & Materials Picking Up Slack.”
Highlights The Tech sector continues to languish, with breadth deterioration taking hold despite continued new highs in 2024 for the