In this off-week bonus episode of Money for the Rest of Us, we look at the possibility that current U.S. stock valuations are justified and the market is not overvalued. Topics covered include: Show Notes Episode Slides Episode Sponsors Money for the Rest of Us Plus Related Episodes 566: What If You Only Invested at Stock Market Peaks 500: The S&P 500 Index and the Decade Ahead Transcript Episode Transcript … [Read more...]
233 Plus: Conflicting Investment Conditions, P/E Ratios, and a Member Portfolio Review
This week December 15, 2018, we answer a member's question regarding how to reconcile that as market internals deteriorate that market valuations improve. As part of that discussion, we explore business cycle investing. Then we analyze whether a higher or lower price-to-earnings ratio is better given a more expensive P/E could signal faster earnings growth. Finally, we discuss a member's asset allocation dilemma now that he has sold his business. … [Read more...]
