This is a clever way of looking at valuations.
Posted 01 June 2020 - 11:21 AM
Mark S Young
Wall Street Sentiment
Get a free trial here:
http://wallstreetsen...t.com/trial.htm
You can now follow me on twitter
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.
Posted 01 June 2020 - 12:13 PM
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.
Posted 01 June 2020 - 12:15 PM
BTW, Callum Thomas brought that to my attention.
Mark S Young
Wall Street Sentiment
Get a free trial here:
http://wallstreetsen...t.com/trial.htm
You can now follow me on twitter
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.
Posted 01 June 2020 - 03:12 PM
I totally agree. It's amazing. I've been talking about this for some time.
Mark S Young
Wall Street Sentiment
Get a free trial here:
http://wallstreetsen...t.com/trial.htm
You can now follow me on twitter
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.)
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).
Mark S Young
Wall Street Sentiment
Get a free trial here:
http://wallstreetsen...t.com/trial.htm
You can now follow me on twitter
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.
The strength of Government lies in the people's ignorance, and the Government knows this, and will therefore always oppose true enlightenment. - Leo Tolstoy