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S&P/M2


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#1 OEXCHAOS

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Posted 01 June 2020 - 11:21 AM

This is a clever way of looking at valuations.

 

S&PM2.gif


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#2 slupert

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Posted 01 June 2020 - 11:53 AM

This is a clever way of looking at valuations.

 

attachicon.gifS&PM2.gif

That's why you calculate inner fences, outer fences, interquartile ranges to recognize outliers.



#3 Darris

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Posted 01 June 2020 - 11:55 AM

I thought this method of calculating put/call ratio times VIX was interesting and complimented the chart Mark posted.JNZu5X.jpg



#4 pdx5

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Posted 01 June 2020 - 12:13 PM

This is a clever way of looking at valuations.

 

attachicon.gifS&PM2.gif

Brilliant chart to view valuations. Thanks sincerely for posting.

Money supply is the life blood of stock prices. The MOST IMPORTANT number.

It shows clear as bell why 2009 was a buying opportunity of a lifetime.


Edited by pdx5, 01 June 2020 - 12:15 PM.

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#5 OEXCHAOS

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Posted 01 June 2020 - 12:15 PM

BTW, Callum Thomas brought that to my attention.


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#6 Darris

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Posted 01 June 2020 - 12:44 PM

Callum also posted a dated chart on private equity "CASH" reserves that was historically high at 1.45 Trillion with a T.  Everywhere you look there is dry powder that can continue, or will start finding it's way to the stock market.



#7 OEXCHAOS

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Posted 01 June 2020 - 03:12 PM

I totally agree. It's amazing. I've been talking about this for some time.


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#8 hhh

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Posted 01 June 2020 - 09:20 PM

Callum also posted a dated chart on private equity "CASH" reserves that was historically high at 1.45 Trillion with a T.  Everywhere you look there is dry powder that can continue, or will start finding it's way to the stock market.

When a stock owner sells, the "CASH" reserves go to the former owner to become his "CASH" reserves. So what's changed? (see: "cash on the sidelines" myth.)



#9 OEXCHAOS

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Posted 02 June 2020 - 07:26 AM

 

Callum also posted a dated chart on private equity "CASH" reserves that was historically high at 1.45 Trillion with a T.  Everywhere you look there is dry powder that can continue, or will start finding it's way to the stock market.

When a stock owner sells, the "CASH" reserves go to the former owner to become his "CASH" reserves. So what's changed? (see: "cash on the sidelines" myth.)

 

NEW money has to go someplace. It's not flowing into stocks the way it would (and should currently).


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#10 K Wave

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Posted 02 June 2020 - 07:39 AM

NEW money has to go someplace. It's not flowing into stocks the way it would (and should currently).

 

And looking at the recent Money Supply chart....sure seems like there would be a whole lot of that, eh?

 

M2 up about 23% Y-O-Y

 

https://fred.stlouisfed.org/series/M2


Edited by K Wave, 02 June 2020 - 07:39 AM.

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