Best Way To Use Price Earnings Ratio (PE Ratio) To Value Stocks
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
Is The Stock Market In A Bubble?
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
How Important Is Stock Market To Economy?
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
The Main Indicator That Impacts Early Fed Cut
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
The Big Mistake When Analyzing Corporate Debt
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
Is Economy Entering Recession Or Getting Out Of One?
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
Stocks Forecast An 18.8% Chance Of A Recession
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
20 Steps To A Recession
UPFINA's Mission: The pursuit of truth in finance and economics to form an unbiased view of current events in order to understand human action, its causes and effects. Read... Read More
Millennials Have Less Assets Than The Prior Generation
Many consumer confidence surveys depend on how people feel about their own lives since it’s what they know best. If they are asked about the economy, their answer probably... Read More
U.S. Households Are Overly Invested In Equities
The fact that households have a large allocation to equities is viewed as a positive by some because it provides a floor for the market. Others view it as... Read More
Past & Future US Equity Performance
Everyone knows the bull market is 9 years old; it is the longest bull market ever. However, the length of the bull market is largely irrelevant because it came... Read More
The Trade War Just Started
With the US stock market near its all-time high and having a solid year, it’s easy to miss out on the global growth deceleration. The global economy is by... Read More
The Myth Of Retiring Early
Some of the most widely shared articles on the internet are on the concept of FIRE. Fire stands for Financial Independence Retire Early. The basic assumption is that you... Read More
Tech Changes Margins And Renders Monetary Policy Useless
When investors first look at the CAPE ratio there is an incredible realization that it has a great track record of predicting long term returns. You can see the... Read More
Death Of Retail Didn’t Happen
Headlines skew reality because the media’s goal is to generate attention, not get the specifics of stories correct. This isn’t to say all or even most journalism is bad;... Read More
It’s Not The End Of The World, But…
Whenever we post an article that has arguments suggesting a negative outlook based on recent trends and indicators, we receive criticism from readers who are very bullish on stocks... Read More
Valuations Aren’t The Main Catalyst Of This Bull Market
It’s obvious to most investors with any experience that they can’t justify buying an asset just based on the recent price action alone (technical analysis aside). You don’t buy... Read More
Are New Valuation Methods Valid?
Some investors believe in maintaining the use of old models because they have historical precedence; new ideas can be risky to try. One example which comes to mind is... Read More
Consumer & Business Leverage & Risks For Economy
When the economy is near the end of the business cycle there tends to be excess leverage taken out by businesses and consumers. The recession washes away the bad... Read More
Is Poverty Down?
It’s well known that the economy hasn’t been working for a large percentage of the middle class and majority of the lower class because real wage growth has been... Read More
2016 Was A Recession
The US economy continues to outperform the rest of the world despite the fear of trade wars and with weakness in emerging markets and Europe. The chart below, using... Read More
Are Top 10 Companies The Reason Behind Market Growth?
The number of American public companies is in decline. We have documented this trend in What The Number Of Public Companies Means. There has been an increase in concentration in... Read More
