by Robert Bartley | Sep 2, 2025 | Markets, Quarterly Update, Robert Bartley
Let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteWe just wrote an article about how this market is Priced for Perfection. We are in the MOST...
by Robert Bartley | Sep 2, 2025 | Investing, Markets, Robert Bartley, Stocks
The Market Value, as noted in our recent post, is the highest ever. An alarming recent development I have been hearing and reading from the Wall Street forever hype machine, is that even THEY are questioning the high valuations! The only time in my career I recall...
by Robert Bartley | Dec 5, 2024 | Markets, Quarterly Update, Robert Bartley
Let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteWe have experienced a post election bump in the market. That is usually the case when the results...
by Robert Bartley | Aug 29, 2024 | Markets, Quarterly Update, Robert Bartley
Let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick NoteIt is all about the economy stupid! Things have been slowing for a while. The labor market, a...
by Robert Bartley | Jun 28, 2024 | Investing, Markets, Robert Bartley
In the chart below the green line represents the capitalization weighted (based on size of company) S&P 500 index. The blue line represents the same 500 company stocks equally weighted in the index. Since early 2023 the market’s performance has been dominated by a...
by Robert Bartley | May 17, 2024 | Markets, Quarterly Update, Robert Bartley
We had a very nice market rally from last November to the end of March. The market corrected in early April but seems to have gotten back on an upward trajectory. Let’s take the long view of the current market and its value – and then ask how it affects your...
