Market Trek
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Here’s What Happens When Stocks Gain Points But NOT Value
EWI’s Brian Whitmer shows a sensible way to value stocks that’s been hiding in plain sight, even as it screams “caution.” See the charts and data for yourself in this…
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When Hype Itself Becomes A Bubble
Today’s stock market sentiment is loud, clear, and unanimous: Private investors and financial professionals alike are fanatically bullish. What’s more, says EWI’s Brian Whitmer, these market participants all know stocks…
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“A Great Golden Age” … or The Greatest “Hindcasting” of All Time?
If you project the current financial market and economy into the future, is that a forecast? Or, have you simply cut & pasted yesterday into tomorrow? The answer is obvious,…
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What Happens When NOBODY on Wall Street Expects a Bad 2025?
It’s true. The big Wall Street firms are ALL forecasting big stock market gains this year. So … what happens next? As usual, the charts tell the story: forward P/E…
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Risky Assets Have Seen the Most Rapid Increases: How Bad Is It?
A fast decline can be costly when you’re bullish on stocks. But if you’re bullish on borrowed money, rapid losses can be catastrophic. EWI’s Brian Whitmer explains why investors have…
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When Does the “Boom & Bust” Cycle Begin?
It begins when they say “It’s Over,” which is exactly what they’re saying right now. EWI’s Brian Whitmer shows you the charts that tell the story. See it all for…
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U.S. Stocks = 2x GDP? What the Most Expensive Stock Market in History Looks Like
The U.S. stock market today is literally double the value of the U.S. gross domestic product. With commentary from EWI’s Brian Whitmer, this is a chart you want to see…
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It’s Been 55 Years Since Emerging Markets Were This Cheap: See the Setup for Yourself
A huge change-in-trend is just ahead for emerging markets: specifically for gold, commodities and the economies of emerging market countries. We’re early in the transition away from the “digital era”…
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Inverted Yield Curve: Is A Return to “Normal” Good for the Economy?
The closely-watched yield curve has been inverted for a record two-plus years. Now it’s about to return to normal, which is good … right? Well, not so fast: Our answer…
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Market Turmoil: Why Is Liquidity Drying Up?
EWI’s Brian Whitmer answers the question in the headline, after he de-bunks the media’s “explanations” for recent market turmoil. Headlines offer chatter about “yen carry trade,” “Buffett’s Cash Hoard,” and…