Not a Client?
Find Out More!

What would confound market participants the most in 2018?

Rather than issue another forecast in a sea of thousands of forecasts, we analyze what are the markets telling us and then combine that with the consensus and the big surprise. The big surprise might be “is the S&P 500 close to peaking”? The following signals may be providing important clues. On January 3, 2018, perma-bear Jeremy Grantham of GMO wrote a client memo entitled “Bracing Yourself for a Possible Near-Term Melt-Up”. “I find myself”, he wrote, “in an interesting position for an investor from the value school. I recognize on one hand that this is one of the highest-priced markets in U.S. history. On the other hand, as a historian of the great equity bubbles, I also recognize that we are currently showing signs of ente...

Want to read more?

SUBSCRIBE TODAY

Already a subscriber? Login here.

SUBSCRIBE NOW!

OR SIGN-UP FOR A COMPLIMENTARY TRIAL

GET STARTED!

A 38-year track record is no guarantee of success, but can you afford to bet against it?

Become a 13D client today or learn more about our research.

Get Started!