Valuations
Firm
Author
Type
A Macroeconomic Perspective on Stock Market Valuation Ratios
Federal Reserve Bank
Research
29 Pages
Financialization: How Deficits Inflate Profits and Equity Valuations
Research Affiliates
Chris Brightman, Alex Pickard
Research
10 Pages
A “Fairly Highly Valued” Market: A Fed Chair Opines on Stocks, but should we listen?
Aswath Damodaran
Research
10 Pages
Current Constituents CAPE
Research Affiliates
Seanna Kim, Ted Hsu, Trent Commins
Research
8 Pages
DeepFreak
Man Group
Henry Neville
Research
11 Pages
On Bubble Watch
Oaktree
Howard Marks
Research
10 Pages
CONCENTRATE! Is it like 2000 again?
GMO
Ty Cobb, Anthony Hene, Tom Hancock
Research
3 Pages
Introducing P-CAPE: Incorporating the Dividend Payout Ratio Improves Investors’ Favorite Estimator of Stock Market Returns
Elm Wealth
Victor Haghani
7 Pages
After a Timeout, Back to the Meat Grinder!
GMO
Jeremy Grantham
Research
10 Pages
Irrational Exuberance In The U.S. Equity Market
GMO
Jeremy Grantham
Research
4 Pages