Equity market valuation

US bond auctions: a source of future volatility

Mason Stevens

Is the stock market cheap or expensive?

Vertium Asset Management

Speculators are playing with fire; investors, don’t get burnt!

Leithner & Company Ltd

Why high stock prices are here to stay

Livewire Markets

Value Investing. Why cheap isn't cheerful

Aoris Investment Management

PE Ratios are irrelevant: two erroneous metrics lead to an erroneous conclusion.

Blue Oceans Capital

A repeat of the GFC

Frame Funds Management

Rational Optimism or Irrational Exuberance?

Nucleus Wealth

Finding value, the marginal return on capital

Montgomery Investment Management

Risky Business - Calculating the US Equity Risk Premium

Mason Stevens