Weekend Report: Selective, Optimistic, and Watching the Wall of Worry
Let's be honest about where we are. The market is extended. I'm not going to sugarcoat that. But here's the thing about extended markets — they can stay exten...
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Why rising interest rates haven't crushed stock valuations
Market skeptics and commenters on social media will watch a single variable move in what they consider an unfavorable way, and then jump to the conclusion that ...
Contra Corner Cruisin' For A Bruisin', Part 2
In Part 1 we showed that the traumatic 2008-2009 Great Financial Crisis and recession had essentially been for nought. That is, the sky-high PE multiple of 28.4...
Private Markets Enter 2026 In A Valuation Reset As Growth Fails To Support Higher Multiples
Private markets entered 2026 in a cautious repricing phase, where steady company growth was no longer enough to support valuation levels.