To complete the above sentence, the longer we go without a correction, the worse it will be (from a peak-to-trough correction) and the longer it will last.<\/p>\n
All the bubble talk is somewhat puzzling, given the SP 500 is trading at 15(x) forward earnings, while Factset says the 10-year average p.e ratio is 14(x).<\/p>\n
Ryan Detrick (@ryandterick) is widely followed by everyone these days. Here<\/a> is a great chart. Bulls vs. Bears data should make everyone nervous;<\/p>\n Here <\/a>is another great chart by Ryan Detrick regarding the 7-week win streak for the SP 500 is bullish;<\/p>\n Eddy Elfenbein – love this guy. Was wondering when someone was going to pounce on this<\/a> comment by Greenspan.<\/p>\n This year’s +27% return on the SP 5oo has many pundits thinking next year will be tough for market returns. Here<\/a> is the historical average after good years. Stay long…<\/p>\n This<\/a> is a great chart from Josh Brown.<\/p>\n From Carol Roth (@Caroljsroth), local Chicagoan, Blackhawk’s fan, CNBC pundit, and a person with a great sense of humor tweets a picture <\/a>of the “saddest discount holiday sign ever”. (Derrick Rose).<\/p>\n Great chart<\/a> on MSFT by Greg Harmon (@harmongreg), CMT. Added to our MSFT position for clients in October. (long MSFT). They are hamstrung on the $90 billion in cash, given the non US custody, but something with shake this loose.<\/p>\n Good chart <\/a>from @Soberlook on emerging markets. Never been an EM investor, but the rotation will make sense at some point.<\/p>\n Gotta love the State of Illinois and its pension<\/a> issue. From the Illinois Policy Institute. Here<\/a> is another angle pulled from Carol Roth’s Twitter feed. We’re asking the same people who caused the problem to fix the problem.<\/p>\n Watching a romantic love story movie on cable featuring Richard Gere and Minnie Driver, as I am writing this.\u00a0Shoot me in the head, now. (Cant wait for the Bear’s to\u00a0kickoff.)<\/p>\n Trinity Asset Management, Inc. by:<\/p>\n Brian Gilmartin, CFA<\/p>\n Portfolio manager<\/p>\n <\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":" To complete the above sentence, the longer we go without a correction, the worse it will be (from a peak-to-trough…<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[55,1,94],"tags":[],"class_list":["post-2932","post","type-post","status-publish","format-standard","hentry","category-msft","category-uncategorized","category-weekend-link-fest"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/2932","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2932"}],"version-history":[{"count":4,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/2932\/revisions"}],"predecessor-version":[{"id":2936,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=\/wp\/v2\/posts\/2932\/revisions\/2936"}],"wp:attachment":[{"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2932"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2932"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fundamentalis.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2932"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}