Wall Street strategists forecast S&P 500 will rise 8% by end of next year after big 2024 gains
With US equities at record valuation peaks, investors should re-examine their risk appetite
How UBS learned to stop worrying and love the rally
Quantifying irrationality is hard
Neither theory nor practice supports diligently adjusting your exposures
Prices, sentiment and time
Plus, China’s ‘Japanification’
Some investors worry we’re in bubble territory, but others think a new paradigm has arrived
Analysts point to lack of manufacturers that could be hit and high weighting in banks and oil stocks
Promise of corporate tax cuts helps Russell 2000 index eclipse 2021 record
When companies approach extreme price levels, gravity looms
Euro has tumbled as investors worry currency bloc will be on front line of trade war
Share price in US president-elect’s media group has been slipping despite high turnover among retail investors
Despite the Magnificent Seven, US stocks are predicted to be riding for a fall
One of a number of sales among contractors in the run-up to the Budget
Even so, I’m yearning to have a go if only to amuse my readers
US stocks have rallied since the election, but the main risk comes from bonds
Nothing ever really changes
And the sustainability of US growth outperformance
Nearly a fifth of total shares will soon be owned by participants in a giant capital raise
Share prices swing as high valuations and uncertain outlook put investors on edge
Sharp turnaround from 15% slide as investors make ‘heads I win, tails you lose’ bet
And the housing markets gets worse
The discount rate is supposed to matter
Renewed confidence over US economy’s health brings fresh momentum to megacap stocks
