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The wild stock market action during the fourth quarter of 2018 has faded in the rearview mirror of market participants. The panic that gripped many investors during the final three months of 2018 is now heralded as another in a long series of buying opportunities cementing the overall market p...
Peter Schiff is one of the few economists who predicted the housing crisis leading up to 2008. Although he is often (wrongly) disregarded as a "broken clock that is right twice a day" and a "permabear", I believe Schiff's perspective on the economy and the markets, rooted in Austrian theory, i...
At Oakmark, we are long-term investors. We attempt to identify growing businesses that are managed to benefit their shareholders. We will purchase stock in those businesses only when priced substantially below our estimate of intrinsic value. After purchase, we patiently wait for the gap bet...
In this edition, I take you through another 5 charts which increasingly show a clear turning point in sentiment from previous pessimism to tentative optimism on the fundamentals outlook. Indeed, while you don't want to go flippantly throwing around the term "melt-up," if these nascent signals ...
Not much happened during the first week of April 2019 to shift the S&P 500 (Index: SPX ) off of the upward trajectory it has tracked since bottoming in December 2018. Moreover, over the last 10 weeks, it has largely fallen within the range of the red zone we added to our spaghetti forec...
Here is the historical and prospective S&P 500 revenue growth per the latest IBES data: Q4 '19: +6.4% (est) Q3 '19: +5.0% (est) Q2 '19: +4.6% (est) Q1 '19: +5.0% (est) Q4 '18: +5.1% (actual) Q3 '18: +9.5% (actual) Q2 '18: +9.6% (actual...
Those that follow my personal account on Twitter will be familiar with my weekly S&P 500 #ChartStorm in which I pick out 10 charts on the S&P 500 to tweet. Typically I'll pick a couple of themes to explore with the charts, but sometimes it's just a selection of charts that will add t...