March 11, 2025 The EV ShakeoutBy Rob Arnott, Bradford Cornell, Forrest Henslee, Thomas Verghese March 2025 Key Points Big market delusions (BMD) develop when investors anticipate that most Read More
December 2, 2024 The Implied Equity Risk Premium and Stock Market BubblesWith stock prices at near record highs relative to measures like earnings or cash flow, many leading analysts have predicted Read More
July 15, 2024 Tesla’s Valuation Fountain of YouthWith stock prices at near record highs relative to measures like earnings or cash flow, many leading analysts have predicted Read More
May 14, 2024 Structural Change and Valuation: Implications for Future Stock ReturnsWith stock prices at near record highs relative to measures like earnings or cash flow, many leading analysts have predicted Read More
June 24, 2023 Risk Premiums and Stock PricesIn this article, we assume that AI, which we recognize has many different forms, will be a major economic success Read More
May 31, 2023 AI and Stock Market ValuationUpdated March, 6th 2024In this article, we assume that AI, which we recognize has many different forms, will be a Read More
