Special Report on
Critics of the Fed Model
Critics of the Fed Model - Trends
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about market valuation and the Fed model that breaks some new ground. It is sufficiently different from his past work to deserve some special attention. Background At "A Dash" we believe that thinking about valuation is important. Some idea of overall market valuation helps both individual investors and traders by providing context about risk and reward. Significant deviations in market prices from the "fair value" of one's model provide a signal of what we call long-term sentiment, be it euphoria or a " negativity bubble. " Dr. Hussman agrees about the importance of valuation, since he writes about it on ...
which quoted several large and successful fund managers. This story stimulated a post from Barry Ritholtz at the Big Picture, where he said that the Bloomberg story was based upon the “ flawed Fed Model .” This is a timely occasion to summarize our series on valuation, including some of the prominent criticisms. Our Perspective Our readers should understand that like them, we are consumers of models. My own model-developing days ended about ten years ago. (At least for stocks. I still dabble in "recreational" modeling.) Since then I have tested and reviewed ... Read More
SURVEY RESULTS FOR
CRITICS OF THE FED MODEL
Marisol Cardinale 2010 (SVR2010-PS3)
Authors@Google: David Wessel
- Toyota Webcast Hopes To Disprove Critic David Gilbert, Who Blames ...
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