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Category: Equities

Inverted Yield Curves and Expected Stock Returns (Fama and French Working Paper, 15 min read)

Trying put to rest the widespread concern that the recently inverted yield curve predicts a looming recession…

The Impact of Interest Rates & Inflation on Stock Market Valuations (A wealth of common sense, 2 mins)

Central Bank Equity Purchases: An Idea Whose Time has Come (Roger Farmer’s Economic Window, 2 min read)

US Corporate Cash Is Down: Should Investors Worry? (Advisor Perspectives, 3 min read)

Is the Stock Market Overvalued? – Update July 2019, and 10-Year Real Forward Return Estimate (iMarketSignals, 5 min read)

Guide to the Markets Report, Q3 2019 (J.P. Morgan, Report)

What Killed (Wounded?) The Value Factor? (Capital Spectator, 4 min read)