The Independent Advisors Podcast Episode 328: Don't come crying to us if you're underallocated to equities...
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Show Notes
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Show Notes:
- Market Mixed Yet Strong: Major indexes showed short-term declines; S&P 500 up 14% year-to-date despite 2% monthly dip.
- Fed Rate Cut Expectations: December cut probability rose to 84.7% after stronger jobs data, influencing investor sentiment significantly.
- Insider Confidence Amid Fear: Extreme fear levels noted; insider buying at fastest pace since May indicates belief in undervalued stocks.
- Solid Earnings Support Valuations: S&P 500's P/E steady at 24.5, with projected earnings growth backing current price levels for 2023 and 2024.
- Money Supply Concerns: 50% money supply increase complicates valuations, prompting reconsideration of traditional P/E thresholds amid liquidity.
- Positive Seasonal Trends: Thanksgiving week's median return of 7.6% supports potential short-term market strength despite recent volatility.