Attention Economy


Sunday, April 11, 2021

Earning Expectations and Sky High Equity Valuations

Stock Bulls Bet It All on Earnings Guesses with Troubled Record
https://www.bloomberg.com/news/articles/2021-04-10/stock-bulls-bet-it-all-on-earnings-guesses-with-troubled-record
Based on existing analyst forecasts for earnings in all of 2021, the S&P 500 trades at almost 24 times estimates, among its highest valuations ever. To bring the multiple down to its long-term average of 16 times annual profits, companies in the gauge will have to make about 15% more than the equity researchers currently expect them to earn -- in 2023”.
 
‘Mother of All Recoveries’ Ignites Bullish Trades Across Europe
https://www.bloomberg.com/news/articles/2021-04-11/-mother-of-all-recoveries-ignites-bullish-trades-across-europe

How to Invest When Everything Is Expensive
https://www.wsj.com/articles/the-economy-is-recovering-how-to-invest-when-everything-is-expensive-11618063500
 
Investors’ Hopes Are in Bloom as a Season of Growth Arrives