True Economics

True Economics is about original economic ideas and analysis concerning everyday events, news, policy views and their impact on the markets and you. Enjoy and engage!

Showing posts with label market valuations. Show all posts

Thursday, May 7, 2020

7/5/20: No Value in Them, Stonks

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No, folks, the markets are still not in line with fundamentals: And that applies to all three sets of fundamentals: pre-COVID19 condi...

Tuesday, July 2, 2019

2/7/19: Earnings and Market Valuations: Equity PEs

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While P/E ratios are gamable and informationally highly restrictive, the metric is still a useful one when considering as to how expensive...

Monday, March 5, 2018

5/3/18: Rational Valuations Meet a Parody Cowboy

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There is one word that explains the latest Bloomberg musings on the markets pricing in the impact of Trump's aluminium & steel tar...

Friday, November 24, 2017

24/11/17: Learning from the GFC: Lessons for Investors

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My article, summing up the key lessons from the Global Financial Crisis that investors should review before the next crisis hits is now av...

Wednesday, September 9, 2015

9/9/15: MSCI World EV/EBITDA ratio: Happy Bubbly

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In the lightness of being inhabited by the world's investors, no valuation is a bubble, until it is officially declared to not be a bu...

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TrueEconomics: This blog represents my personal views and is not reflective of the views or opinions held by any company, contractor, client or employer I work for currently or have worked for in the past. These views are not an endorsement to take any action in the markets or of any political position, figures or parties.

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