Gerald Asplund 10/28/24 Gerald Asplund 10/28/24

The U.S. Stock Market is again trading at Historically High Valuations

As measured by the Buffett Indicator and the Price/Earnings Model the U.S. stock market has returned to high valuations.

Gerald Asplund 5/17/24 Gerald Asplund 5/17/24

U.S. Stock Market Extremely Over-Valued

Four charts outlining the extremely high valuation of the stock market in 2024.

Gerald Asplund 12/29/22 Gerald Asplund 12/29/22

Bear Market Halftime?

Bear markets coincident with bubble valuations and inflation tend to take years to work themselves out.

Gerald Asplund 5/10/22 Gerald Asplund 5/10/22

The Correction Began In 2021

The loss of momentum, leading to a stock market correction, was clear by the summer.

Gerald Asplund 3/11/22 Gerald Asplund 3/11/22

Global Stock Market Breakdown

Stock markets are breaking down globally, entering bear trends.

Gerald Asplund 3/6/22 Gerald Asplund 3/6/22

Coming Recession?

GDP is crashing and the bond market’s yield curve is falling fast, historically two recession signals.

Gerald Asplund 2/11/22 Gerald Asplund 2/11/22

Inflation Or Stagflation?

The highest inflation rates in 40 years could lead to stagflation.

Gerald Asplund 1/20/22 Gerald Asplund 1/20/22

Potential Stock Market Trend Break

Major stock market indices have broken trend.

Gerald Asplund 12/31/21 Gerald Asplund 12/31/21

The Everything Bubble

The Fed has created a bubble in real estate, the bond market, and the stock market through money printing and artificially holding interest rates low.

Gerald Asplund 12/30/21 Gerald Asplund 12/30/21

Markets Losing Momentum in the midst of an Epic Bubble and a Halt to the Printing Press?

As the markets lose the support of the printing press it is important to pay attention to a possible break in trend and to a possible recession.

Gerald Asplund 12/27/21 Gerald Asplund 12/27/21

Washington DC has printed trillions, creating an epic stock market bubble

Excessive Money Printing Funnels into the Stock Market

Gerald Asplund 12/12/21 Gerald Asplund 12/12/21

2021 stock market return concentrated in the top 5

2021 is a stock market bubble like 1999 where investment returns are generated by a handful of stocks.

Gerald Asplund 10/1/21 Gerald Asplund 10/1/21

SEE-SAW: THE TECH BUBBLE AND A PIVOT TO VALUE

Avoid the bubble, shift to the other side of the see-saw and avoid excessively valued stocks.

Gerald Asplund 9/29/21 Gerald Asplund 9/29/21

SUMMER OF VOLATILITY

Most stock market indices were flat for the majority of 2021

Gerald Asplund 9/28/21 Gerald Asplund 9/28/21

ROBOTS CONTROL TRADING

Up to 80% of the volume on the stock exchanges is computerized trading.

Gerald Asplund 4/11/21 Gerald Asplund 4/11/21

VALUATION UPDATE

Stock market valuations have reached epic levels

Gerald Asplund 3/29/21 Gerald Asplund 3/29/21

VALUATION UPDATE 2021 Q1

Excessive money printing can lead to a major stock market correction.

Gerald Asplund 7/14/20 Gerald Asplund 7/14/20

VALUATION UPDATE Q3 2020

Stock market valuations are at the 1999 technology bubble highs

Gerald Asplund 4/30/20 Gerald Asplund 4/30/20

VALUATION UPDATE 2020 Q2

Although the stock market has had a big correction, valuations remain in record high territory.

Gerald Asplund 3/28/20 Gerald Asplund 3/28/20

BEAR MARKET RALLIES

Some of the quickest and largest stock market rallies are during bear markets.