It’s ‘all a bit upside down’ on market reactions to inflation outlook from CNBC.   Right now, it’s all about bond yields. The U.S. market has been extremely expensive by historical standards for several years now. Throwing out one popular valuation metric, the 10-year CAPE is sitting at 1998 levels. By some metrics (median price/sales...Read More

I joined Oriel Morrison and Martin Soong on CNBC this evening to chat about the market. It’s feeling a bit like the 1990s these days! Is this market a return to the 1990s? from CNBC.   This article first appeared on Sizemore Insights as It&#...Read More