Has the US stock market gotten a bit ahead of itself over the last six months relative to earnings expectations? Looks like it… via FactSet: The current 12-month forward P/E ratio is 15.3. This P/E ratio is above the 5-year (13.2) and 10-year (13.8) averages.   Source: FactSet Research

Over the last several years I’ve had the pleasure of being able to attend the Ira Sohn Conference in New York City as something of a media person – this has allowed me to cull the insights from the conference into blog posts and tweets, essentially making my own research process something accessible to readers….

Stop it. Ryan Detrick (Schaeffers) drops a vicious guest post at See It Market in which he debunks six popular trading myths. Here’s one of my personal favorites, the idea that earnings growth during any given year has any correlation with stock market performance… Trading Myths – #6  Earnings Predict The Stock Market So, how…

The economist Hyman Minsky’s work on market crashes has become very popular in recent years now that everyone is on bubble n’ crash watch. The BBC looks at five of his most important ideas this week in an excellent primer for the uninitiated. First up – the idea that nothing is more dangerous than a…

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My friend Leigh Drogen, founder of Estimize, has just launched his newest vertical that will crowdsource M&A predictions and valuations. It’s called Mergerize and I think it’s a brilliant idea. Where Estimize was launched to allow non-Wall Street analysts to publish earnings estimates for public companies, Mergerize will give those with a strategic orientation a…

Bob Peck (SunTrust) frames the discussion around Facebook’s $2 billion acquisition of development-stage virtual reality company Oculus as a question of whether: a) you embrace the “Singularity” vision of science fiction writers whereby Man and Machine converge to become one. or b) you think recent deals are getting nuttier as there are almost no financials…

361 Capital portfolio manager, Blaine Rollins, CFA, previously manager of the Janus Fund, writes a weekly update looking back on major moves, macro-trends and economic data points. The 361 Capital Weekly Research Briefing summarizes the latest market news along with some interesting facts and a touch of humor. 361 Capital is a provider of alternative…