The World is Cyclical; Valuation in a World of Zero Interest Rates


Cyclical Markets

 

 

 

 

 

 

 

 

 

 

The NASDAQ bubble showed the highest P/E ratios in stock market history due to low or no earnings technology companies.

Kopernik 1Q 2017 – Conference Call – Final  Worth a read–note high and low market cap sectors of the market (see page 9)–a proxy for expensive and cheap.  A search strategy.

Time in a Bottle – Final A good discussion of valuation methods in an era of distorted interest rates.

Join https://microcapclub.com/

http://tsi-blog.com/2017/04/are-rising-nominal-interest-rates-bullish-or-bearish-for-gold/  A discussion of how to understand interest rates and gold.  Note the analysis using data going back 90 years.   Do not use a small smaple size.

Also, see ETF Weapons of mass destruction FPA 1Q2017 Commentary

https://youtu.be/bZfPJCAVQg0   Recent Greenblatt talk at Google.


3 responses to “The World is Cyclical; Valuation in a World of Zero Interest Rates

  1. Hi, I wonder if you know about any way to find company reports similar to those of valueline but free of charge or at low cost?

  2. OK I will see. Thank you for the info.

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