» REPLAY – Sinai’s Equity Conference Call – 5/13/13 Decision Economics

REPLAY – Sinai’s Equity Conference Call – 5/13/13

Posted May 13, 2013 by rvillareal

Taking Stock of the Stock Market— Best Yet-to-Come?

–         Equity Market(s) Year-to-Date: Some Stunning Gains

  • U.S. and Global
  • Go Away in May; Back in October?[private]

–         What is Going On?

  • U.S. Fundamentals—The “Basic Prospect”
  • Macro Risks Shift This Year: Pluses and Minuses

–         Asset Price Inflation Stage of the Business and Financial Cycle—

Much More to Go?

–         “Basic Prospect”: Looking Ahead to Earnings Regrowth

–         U.S.—S&P500 Operating EPS Monitoring, Forecasts, and

“Fair Value” Ranges—Stretching for 1800?

  • P‑E Against “Forward Earnings”
  • Issue Will Be “Forward Earnings” and Whether Realized

REPLAY – Equity Call May 2013[/private]