Tag Archives: stock

What Does the Q Ratio Say About the Market’s Valuation? In the last few issues of this Commentary, we have discussed various measures for valuing the stock market. As I have noted, some of the measures we have been using … Continue reading →

What Does the Buffett Indicator Say About the Market’s Valuation? An interesting indicator for valuing the stock market is the “Buffett Indicator”, named for Berkshire Hathaway Chairman, Warren Buffett. According to Buffett, the market is overvalued when the market cap … Continue reading →

Is There A Perfect Storm Brewing? I have been warning for quite some time that the stock market, as measured by the S&P 500 index, is very overvalued. The index has been hitting new highs in the past few weeks … Continue reading →

The Three Rights That Lead To Exceptional Investment Returns Part of Warren Buffett’s genius is in his ability to see things in basic, fundamental, and commonsense ways. He is a master at taking complicated ideas and putting them into very … Continue reading →

Should You Plan On Working From Home Well Into The Future? What the Market May Be Telling You! There is a theory going around that the high valuations of tech stocks might be suggesting the effects of this pandemic will … Continue reading →

Not So Bullish, But Still Overvalued Part V In the June 15, 2020 Commentary, I wrote the commentary below (excerpted). What is interesting is that seven weeks later, little has changed. In fact, with respect to each observation below, the … Continue reading →

Looking at Strategic Management Through a Financial Lens I’ve been teaching two MBA courses in Strategic Management this summer at California Baptist University. While teaching these courses, I’ve been trying out different ways to explore the concept of strategic management … Continue reading →

Can Business Solve the Covid-19 Containment Problem? People around the world have taken sides on the Covid-19 issue. Most health experts and most governments contend that Covid-19 is a real problem. Those that believe it is a real problem agree … Continue reading →

Is the Stock Market a System 1 Thinker? In my class on Strategy and Decision Making that I teach at California Baptist University, we have been studying the System 1 and System 2 thinking that characterizes the way that people … Continue reading →

Maybe Not ‘Irrationally Exuberant’ – But Definitely Overvalued Is the market “irrationally exuberant”? That was a question posed in December 1996 by Alan Greenspan, who was the Chairman of the Federal Reserve at the time. In an article written today … Continue reading →