Bearly Bullish Episode 002: Bearly Bullish Takes on U.S. Stocks - 10/24/22

2 years ago
7

Today we do a deep dive on the current conditions of the U.S. stock market in October 2022. We discuss some of the factors that caused the recent rise in markets through the end of 2021 and beginning of 2022, and what factors have caused the subsequent decline.

We also consider some key questions:
Are U.S. stocks overvalued, fairly valued, or undervalued, and why?
What are some strategies to consider for adding or decreasing exposure to U.S. stocks?
How is the S&P 500 calculated?
What are some concerns about passive versus active investing?
How has increased liquidity affected stock prices?

We evaluate specific data which support our outlook on the U.S. stock market, including historical valuation metrics, effects of inflation, and interest rates.

TTM P/E: https://www.multpl.com/s-p-500-pe-ratio
Schiller P/E: https://www.multpl.com/shiller-pe
P/S ratio: https://www.multpl.com/s-p-500-price-to-sales
Dividend yield: https://www.multpl.com/s-p-500-dividend-yield
Wiltshire market capitalization to GDP ratio: https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator/

S&P 500 measured in gold: https://www.macrotrends.net/1437/sp500-to-gold-ratio-chart

Email us at: Bearlybullishinvesting@protonmail.com

DISCLAIMERS/TERMS/RULES:
We are not professional financial advisors, nor do we offer financial advice. This video is for entertainment only. Please consult your investment and tax experts for financial advice.
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Topics Discussed: U.S. stock markets, stocks, S&P 500, Dow Jones Industrial Average, Nasdaq, SPY, DJIA, QQQ, cyclical stocks, defensive stocks, blue chip, dollar cost averaging, recession, depression, bear market, P/E ratio, P/S ratio, dividend yield, Schille P/E, Fed balance sheet, reversion to mean, reversion to trendline, bull market, inflation, current economic factors, deflation, devaluation, store of value, currency, money

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