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Valuation at Trader’s Narrative


Archive for the 'Valuation' Category




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Last year we looked at the role of demographics in the valuation of asset prices: Does Demographics Drive The Stock Market?
The key is to look at the MY ratio or the “Middle-age” to “Young” people ratio. This ratio is critical because the middle-aged are at their prime earning cycle and because they are investing and […]


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Last week we checked in with the respected firm of Ned Davis Research to find them continuing to be bullish on equities.
While their official stance is clearly bullish, I’ve heard that NDR is more accurately reluctantly bullish - especially if you read their daily commentary. Today I wanted to go over two studies from NDR […]


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Just as with the late 2008 and early 2009 period when we had experienced and successful money managers come out of the woodwork to buy equities, we are seeing a growing list of them coming forward to cite the current valuations as attractive.
In a recent note to investors, the legendary investor Bill Miller (of Legg […]


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The following is a guest post by Charles H. Dow Award winner, Wayne Whaley (CTA) of Witter & Lester. If you would like to be privy to his daily market comments and model ratings via daily email, free of charge, email him at wayne[AT]witterlester.com with the subject title “ADD ME TO DAILY EMAIL”.
I presented a […]


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The following is a guest post by Charles H. Dow Award winner, Wayne Whaley (CTA) of Witter & Lester. If you would like to be privy to his daily market comments and model ratings via daily email, free of charge, email him at wayne@witterlester.com with the subject title “ADD ME TO DAILY EMAIL”.
Valuation models, particularly […]




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