Showing posts with label Robert Shiller. Show all posts
Showing posts with label Robert Shiller. Show all posts
Wednesday, December 17, 2025

Shiller pe ratio above 40 for the first time since 1999-2000

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Wednesday, April 6, 2022

Remember last fall when a bunch of Nobel economists assured us that gobs more spending by Joe Biden wouldn't have serious inflationary impacts?

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 Here's what the ring leader of Tom Nichols' vaunted expert class of economists had to say at the time: Some, however, have invoked...
Sunday, March 25, 2018

Robert Shiller: Great Depression tariffs did not plausibly, directly affect economic growth in a major degree

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Everywhere we turn we hear the opposite. It's standard operating procedure to blame protectionism for the Great Depression. Shiller kn...
Friday, May 19, 2017

Robert Shiller blames housing bubbles on get rich quick flipper narratives, still completely misses the tax angle

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Here , in The New York Times: There is still no consensus on why the last housing boom and bust happened. That is troubling, because t...
Friday, January 23, 2015

S&P 500 market capitalization/GDP ratios the years before plus-20% crashes

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http://www.advisorperspectives.com/dshort/commentaries/CAPE-at-Market-Peaks.php 1955: 104* 1956: 101 1957:   84 1960: 107 1961: 12...
Thursday, November 27, 2014

Shiller p/e vaults above 27 for Thanksgiving, first time in 7 years it's been this high

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Saturday, November 8, 2014

The S&P500 ends the week just 0.7% below the all-time inflation-adjusted high in August 2000

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The current real price of the S&P500 is 2031.92, an all-time high in the nominal sense. This level is just 0.7% off the all-time i...
Tuesday, October 21, 2014

Since the last market peak in August 2000, real returns from stocks have averaged just 1.61% per year through August 2014

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politicalcalculations.blogspot.com The inflation-adjusted market peak was in August 2000 at S&P500 2044.67,...
Monday, July 14, 2014

Buy and hold investors from the Aug.'00 high have made all of 1.32%/yr through May 2014

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The August 2000 level of 2045 was the inflation-adjusted all-time high for the S&P500. Average annual returns adjusted for inflation hav...
Wednesday, July 9, 2014

Josh Brown must be nuts: valuations are high, markets are exuberant and growth is as pathetic as 2007

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Is Ritholtz paying him to say this stuff? Here : "Valuation is not going to tell you when the run ends. We were reasonably valued in 20...
Monday, June 30, 2014

Market cap to GDP ratios March 2009 vs. March 2014 flash valuation warning

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Probably the broadest measure for stock market valuation purposes is total stock market capitalization divided by GDP. Warren Buffett uses i...
Monday, June 16, 2014

Shiller p/e vs. S&P500 p/e: Was either a guide to investing since 2008?

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The merit of the Shiller p/e, which is backward looking, for timing investment decisions is cautioned against even by its supporters like Jo...
Wednesday, June 4, 2014

Shiller p/e hits 25.94 as total market index and S&P500 make the barest of new highs

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The S&P500 floated up 0.19% while Vanguard's Total Stock Market Index Fund was up just 0.22%. The Shiller p/e at nearly 26...
Wednesday, April 23, 2014

Housing is a store of value, not an investment

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Catherine Rampell for WaPo puts the long term real compound annual gain from housing at 0.3%. For the 100 years up to 1990, i.e. before the ...
Tuesday, April 1, 2014

S&P500 Hits New All Time High At 1885.52 Today

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The Shiller p/e hit 25.99, and the spread to the all time real price high of the S&P500 in August 2000 at 2018.27 narrowed to 6.6%.
Saturday, January 18, 2014

Both Shiller p/e and Tobin's q warn stocks are seriously overvalued

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As reported by Brett Arends, here : Smithers found that over the past century the Shiller PE had an R-squared to subsequent returns of 0.52,...
Wednesday, December 18, 2013

John Hussman Is Right: High Valuations Since The Late 1990s Have Coincided With Smaller S&P500 Returns

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Here's Hussman: Yes, several reliable valuation measures have hovered at much higher levels since the late-1990’s than were generally s...
Saturday, October 19, 2013

If profit margins were historically normal, the Shiller p/e would be about 29 here, not 24

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So writes John Hussman, here , on Tuesday last: Meanwhile, the current Shiller P/E (S&P 500 divided by the 10-year average of inflation-...
Sunday, July 14, 2013

The Swiss Overwhelmingly Want To Be Home Owners But Aren't

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And the famous Robert Shiller really doesn't care, here : Consider Switzerland, which by several accounts has had one of the lowest rate...
Tuesday, May 14, 2013

Rosie May Be Right: Cash May No Longer Be Safe

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David Rosenberg points out that financial repression could go on as long as 2018, here : [T]he Fed said in its December post-meeting press r...