Relative valuation—using simple metrics to compare a firm’s value to its peers—is a cornerstone of financial decision-making. If a company earns $2 billion in profit, and if similar firms trade at 15 ...
Rising interest rates have posed challenges for REIT stock prices over the last two years, leading to historically large discounts relative to broader equity markets. However, yields peaking has ...
Charting the outlook for value vs growth stocks + wider stock market implications. Value vs Growth Stocks: new lows, further extremes. (p.s. skip to the end if you just want the bullet point summary + ...
U.S. stocks are trading at high valuations relative to historical averages, pointing to a long period of weak performance Mark Cooper of MAC Alpha Capital Management expects small-cap value stocks in ...
Gold and Bitcoin near record highs against US money supply as Fidelity’s Jurrien Timmer warns the rally could be reaching its limit.