Now that the FTSE 100 has broken through the 7,000 barrier investors can finally set their sights on something more interesting: The big … [Read more...]
Market valuations
The FTSE 100’s new high is not a bubble
Ever since the FTSE 100 reached a new high last month I've been meaning to write something about it. Well now I have, but as one of my … [Read more...]
FTSE 100 Forecast for 2015
For my 2015 FTSE 100 forecast I thought I would bend over backwards even more than usual to highlight just how uncertain the future really … [Read more...]
Can the FTSE 100 continue to grow beyond 7,000?
At the end of every year investment pundits love to write about their forecasts for the following year. For 2014 the consensus view was that … [Read more...]
How low could the FTSE 100 go?
The FTSE 100 seems to be entering crash-mode as it plummets towards 6,000. In just the last month it’s lost over 10% of its value with no … [Read more...]
FTSE 100 Valuation and projection: September 2014
Once again the FTSE 100 has come eye-wateringly close to a new all-time high. By now this shouldn't be big news because it’s been happening … [Read more...]
S&P 500 CAPE Valuation and projection: August 2014
The S&P 500 is currently experiencing a huge bull market, but it’s now clearly expensive on long-term valuation metrics like Robert … [Read more...]
FTSE 100 CAPE valuation and projection for June 2014
As part of my investment process each month I review the FTSE 100 using CAPE (Cyclically Adjusted PE) in order to project a ‘best guess’ of … [Read more...]
Stock market valuation mean reversion: A powerful force
Stock market valuation mean reversion, or less technically, the tendency of stock market valuation ratios to stay relatively close to their … [Read more...]