Silver as an investment

Category Archives: Robert J. Shiller

Low Volatility Will Make The Next 5% Drop In The Dow “Feel Like 1987”

The VIX has recently flirted with its all-time closing low, analysts worry that volatility has been so low for so long that analysts are worried that the next sizable negative shock will cause investors to panic and dump their holdings. Other than a handful of selloffs over the past couple of years (Aug. 2015, Jan. […]

Why It’s So Difficult To Call The Market Top

Via Global Macro Monitor, This is one of our favorite posts of all-time. Thought it apropos to re-post given that everyone and their mother is trying to call the top in stocks.  It’s all about yield-seeking capital flows, my friends.   Tell us what interest rate is the tipping point which thwarts that behavior and we […]

2007 All Over Again – Stock Valuations Enter “Crash” Territory

Submitted by John Rubino via, The Trump Christmas stock market rally has taken valuations beyond a point that in the past has signaled trouble, which in turn has generated a lot of cautionary press like the following: Market indicator hits extreme levels last seen before plunges in 1929, 2000 and 2008   (CNBC) – […]

The Numbers Look Great… As They Always Do Before A Crash

Submitted by John Mauldin via, It’s quarterly report time for US stocks. If you just casually glance at the earnings news, you might think companies are having a great year. Many are beating expectations and reporting impressive revenues and profits. The markets reward companies for meeting expectations (as we shall see below). But the […]