Building off our previous episode, we dig into the relationship between current price ratios, future expected earnings growth, and future…

Finance theory in recent years has stressed the importance of changes in the discount rate for explaining movements in stock…

As former US Secretary of Treasury Larry Summers has stressed, the real interest is an important indicator of the impact…

Relative price changes, changes in the price of one good or service relative to others, are often confused with inflation…

The Shiller CAPE Ratio is often referenced yet at times not fully understood. In this latest installment, Prof. Bradford Cornell…

From the pandemic lows of March 2020 to the end of 2021, stocks had an incredible run. Earnings were up…

There has been an explosion of interest in ESG investing, in part because many investors believe it leads to superior…

Elon Musk recently proposed a buyout of Twitter at 54.20 per share. Twitter stock traded over 50 following the news…

Recent times have been dreadful for investors especially for holders of growth and tech stocks (See “The Crash of the…

​Growth in earnings doesn’t necessarily equate to growth in a stock’s price. A company’s growth must meet or exceed the…