Twitter | Search | |
TheValueInvestor
Long-term investing in wide-moat companies. Value-Investor and Contrarian. Contributor for Seeking Alpha.
75
Tweets
43
Following
20
Followers
Tweets
TheValueInvestor 31 Jan 18
„Last week, the U.S. equity market climbed to the steepest valuation level in history, based on the valuation measures most highly correlated with actual subsequent S&P 500 10-12 year total returns, across a century of market cycles.“
Reply Retweet Like
TheValueInvestor 31 Jan 18
We have at least three bubbles
Reply Retweet Like
TheValueInvestor retweeted
Preston Pysh 30 Jan 18
10 YR Bond = 2.7% yield (and trending higher...) S&P 500 = 2.9% yield (inverse of Shiller PE)... and trending lower I'm ignoring both of these general categories and focusing on commodities. Chart via
Reply Retweet Like
TheValueInvestor retweeted
Preston Pysh 27 Jan 18
Please note: Looks like the S&P500 is priced at 3 Standard Deviations above the 200 DMA. Last time we saw that it was 24 March 2000.
Reply Retweet Like
TheValueInvestor retweeted
Jesse Felder 26 Jan 18
‘Based on one measure of volatility, the recent period in the stock market has been the calmest of all-time.’ by
Reply Retweet Like
TheValueInvestor retweeted
Jesse Felder 24 Jan 18
Howard Marks: Most valuation parameters are either the richest ever or among the highest in history. In the past, levels like these were followed by downturns. Thus a decision to invest today has to rely on the belief that “it’s different this time.”
Reply Retweet Like
TheValueInvestor 23 Jan 18
Aratana Therapeutics still seems like a bargain.
Reply Retweet Like
TheValueInvestor retweeted
Jim Rickards 19 Jan 18
I wonder how many Bitcoin HODLers understand that if you want acceptance of Bitcoin, you would not HODL, you would spend. HODLing makes Bitcoin a collectible like beanie babies. Spending is what makes it a currency and produces an equilibrium price. Think about it.
Reply Retweet Like
TheValueInvestor 10 Jan 18
Reply Retweet Like
TheValueInvestor retweeted
Bloomberg Markets 9 Jan 18
Stock market euphoria is so high people are 'having a hard time even imagining how the market could decline'
Reply Retweet Like
TheValueInvestor 9 Jan 18
Hard time imagining a decline - how about or second highest or people buying on credit thanks to And where is that ? Hard to imagine how stocks could decline when everybody is invested and expects rising stocks...
Reply Retweet Like
TheValueInvestor retweeted
Babak 2 Jan 18
AAII equity allocation relative to cash closes 2017 at 5.5 - highest since 1999 Tech Bubble mania (72% equities, 14% cash, 15% bonds) running out of superlatives... so I'll just go with plaid because this is pretty insane
Reply Retweet Like
TheValueInvestor 2 Jan 18
German company, almost aristocrat and maybe a good pick in #2018
Reply Retweet Like
TheValueInvestor 31 Dec 17
Reply Retweet Like
TheValueInvestor 29 Dec 17
closed for 2017 gained 25% in 2017, gained even 28%
Reply Retweet Like
TheValueInvestor 29 Dec 17
Reply Retweet Like
TheValueInvestor retweeted
Jesse Felder 22 Dec 17
How Buying the Dips Made Them Disappear
Reply Retweet Like
TheValueInvestor 24 Dec 17
Very interesting long-term chart
Reply Retweet Like
TheValueInvestor retweeted
Business Insider 24 Dec 17
PAUL KRUGMAN: Bitcoin is a more obvious bubble than housing was
Reply Retweet Like
TheValueInvestor 22 Dec 17
True. But one of those seven steps forward might be followed by 20 steps back and not just two and becomes
Reply Retweet Like