market valuation

What a simple model reveals about the World Cup, the wisdom of crowds and where that wisdom runs out.

The conditions that produced that discount are now visibly turning. Two charts frame the opportunity.

Forward P/E charts overstate their signal. Long-run returns are driven more by earnings growth, buybacks and dividends.

Investors are surging into the sector, just as markets reach extreme valuation levels

Markets aren't expensive, they've evolved. Today's companies are higher quality with better margins and stronger balance sheets.

The book’s premises are false and its forecasts have been wildly inaccurate. By exposing its flaws I reconfirm some basics of investment.

We look at five of the biggest developments across global markets for the week ending 26 April 2024

The Australian share market is enjoying a record-breaking run in 2024 but broker research suggests value is decreasing.

Current ASX P/E levels are above average, but they're not yet at levels typically associated with major market corrections.

A comparison of listed and direct market valuations