A matter of when, not if. The new highs continued last week, and the S&P 500 index is now approaching the upper band of its rising channel. With those highs come ever loftier P/E ratios, with the trailing P/E multiple now reaching 22.4x.

By: Jurrien Timmer

The best career advice that’s not actually career advice:

Mind your diet, exercise, and sleep. A career is a marathon. Think of yourself as a “corporate athlete.”

By: Sebastien Page

96 years of S&P 500 returns

In the chart above, the amazing team at Macrobond Financial has broken down the S&P 500‘s annual returns into 10 percentage point ranges.

By: Till Christian Budelmann

ANOTHER BIG SUPPLY SHOCK...?

Iran-linked Houthi have been attacking ships in the Red Sea to discourage Israeli bombing of Gaza.

By: Christof Leisinger

"Easier financial conditions may delay the Fed’s rate cuts by stimulating demand."

By: Daily Chartbook

Check out what's happening to new lease rents in the CPI's rent survey (which is critical component of Shelter inflation estimates): The cold plunge in new lease rents is even deeper than what most private data sources are showing.

By: Jay Parsons

For full disclosure I am in the "lower inflation" camp, BUT I must admit that I see a lot of leading indicators of inflation that are pointing higher ... at least for a quarter or two. This could have MAJOR implications for the Fed in 2024.

By: Francois Trahan, M2SD

In this case looking at a different metric still leads to the same general conclusion: relative to the rest of the world, the US equity market is the most expensive.

By: Oliver Loutsenko

So what you are showing is the the US magnificent 7 could offer shares and buy the entire Chinese stock market or ANY other market globally and steal their sovereignty.

By: Chris Galizio

The consensus believes that the greatest risk comes not from holding stocks, but from not holding enough of them.

By: Christopher Pavese