In this week’s podcast, the guys discuss the most recent examples of the stock market looking ahead of the economy.
Tim, Tom, Brendan and Casey discuss how the stock market performs relative to GDP, the unemployment rate and earnings. They also debate whether or not the market is “valued” appropriately in comparison to past drawdowns.
As always, the guys talk about what’s happening today in the context of a long-term financial plan.
Stocks Bottom First – Michael Batnick
Does the Stock Market Move Ahead of the Economy? – Mullooly Asset Podcast
Michael Cembalest – J.P Morgan – Reruns
Why Stock Multiples Say the Market Could Continue to Drop – Morningstar
The Stock Market Looks Forward – Full Transcript
**Click here for a full downloadable PDF version of this transcript**
Check back soon for a full transcript!