Sitemap - 2022 - Endless Metrics

THANK YOU - 1,000 Days of Endless Metrics

Market Performance - Week 38

S&P 500 Performance - Week 38

Even Closerrrrr to New Lows

Closer to New Lows

GDP Down Again

How a week can change things

Market Performance - Week 37

S&P 500 Performance - Week 37

GDP going down

Retail Sales

Productivity

Inflation

Waiting on Data

Market Performance - Week 36

S&P 500 Performance - Week 36

Household Net Worth

Credit

GDP

Not Manufacturing

Short Week, Weak Signals (?)

Market Performance - Week 35

S&P 500 Performance - Week 35

Fed Assets

Job Openings

What’s next for Endless Metrics?

The Pandemic Housing Bubble - The Beginning of the End

Treasury Rates

Market Performance - Week 34

S&P 500 Performance - Week 34

Oof

Stocks and M2

Student Loan Forgiveness

San Francisco’s Epic Population Drop

Negativity

Market Performance - Week 33

S&P 500 Performance - Week 33

A Descending Broadening Wedge

Home Sales Fall Again

Retail Sales

BBBY

Manufacturing

Market Performance - Week 31

S&P 500 Performance - Week 32

A Fine Rally

Producer prices go down

Inflation

How has the job market changed since COVID?

Payrolls hit a new record

Market Performance - Week 31

S&P 500 Performance - Week 31

“This doesn’t surprise me”

New Home Sales Prices are Falling Fast!

Dog days

Job Openings and Turnover

A way-too-early look at GDP

Do you think the bottom is in?

Market Performance - Week 30

S&P 500 Performance - Week 30

GDP

Fake bear-market rallies

July U.S. Home Price Update

Wait and see

Market Performance - Week 29

S&P 500 Performance - Week 29

Defaults and Credit Spreads

A hundred years of defaults

Credit Spreads

Are we in a recession?

The S&P 500 / Oil Ratio

Market Performance - Week 28

S&P 500 Performance - Week 28

Sideways is nice

Comparing 2022 to historical downturns

Inflation

Dow Jones Transportation

The USD/Euro exchange rate hits parity for the first time in twenty years

Market Performance - Week 27

S&P 500 Performance - Week 27

Jobs and Credit

Aggregate P/E Ratio Analysis

S&P 500 Technical Hocus Pocus

Housing / Population

Quick Stock Thoughts

Market Performance - Week 26

S&P 500 Performance - Week 26

Inflation Expectations are Falling

120 Years of Stocks and Gold

S&P 500 Exponential Analysis

June U.S. Home Price Update

Inflation Expectations Remain Elevated

Market Performance - Week 25

S&P 500 Performance - Week 25

Bull Watch

Bitcoin Price Metrics

The savings rate looks pretty darn bad right now

Analyzing post-downturn recoveries

Thoughts on the Short Week Ahead

Market Performance - Week 24

S&P 500 Performance - Week 24

Quick Thoughts

This is now the 10th worst S&P 500 correction going back to 1929

The Fed and Retail Sales

The Recent Market Low Signals A Longer Recovery

This is now the 11th worst S&P 500 correction going back to 1929

Market Performance - Week 23

S&P 500 Performance - Week 23

Super Quick Market Thoughts

Household Net Worth Update

Europe

Consumer Debt is Growing Rapidly

If the market bottom is in, how long until we set a new all-time high?

Market Performance - Week 22

S&P 500 Performance - Week 22

More Positive Jobs News

Payroll gains remain positive

No Recession Signs in Job Openings and Hiring

U.S. Home Price Update

The chart that has people optimistic on inflation

I’m closely watching this recession metric

Market Performance - Week 21

S&P 500 Performance - Week 21

Is the market bottom in?

Something very surprising just happened to the U.S. money supply

Long-term Inflation Expectations are Moderating

Market Bottom Analysis by Sector

One Major Stock Index Isn't At Bottom

Market Performance - Week 20

S&P 500 Performance - Week 20

Benchmarking the Nasdaq to an Exponential Model

2008 All Over Again: An Analysis of Home Prices

Comparing Apple and Microsoft

Dimensions of Fundamental Analysis

Can you outperform the market by buying last year’s top performers?

Market Performance - Week 19

S&P 500 Performance - Week 19

Stock Price Estimates for AAPL, MSFT, GOOG, AMZN, BRK.B, TSLA, FB, and More!

Eight Metrics Suggest the S&P 500's Long-Term Fair Value is 2,479

Comparing the Current Market Downturn to the COVID Crash

This is now the 15th worst S&P 500 correction going back to 1929

This is now the 17th worst S&P 500 correction going back to 1929

Market Performance - Week 18

S&P 500 Performance - Week 18

When Buying the Dip Doesn’t Work: An Analysis of the Dot-com Crash

Nasdaq Price Metrics

Fed Thoughts

Jobs

Market Performance - Week 17

S&P 500 Performance - Week 17

The S&P 500 hits a new low

Liquidity

U.S. Home Price Update - April 2022

Interest Coverage Ratios

Profitability

Market Performance - Week 16

S&P 500 Performance - Week 16

Next up for stock grading

At what price is NFLX a good buy?

Is Netflix (NFLX) a buy after its big drop?

Integrated Oil and Gas vs. Telecom Services

Bond Misery

Portfolios

Checking in on the big caps

Technology vs. Healthcare

Apple vs. Microsoft

Margin Grades

Efficiency

Bitcoin Price Metrics

Market Performance - Week 14

S&P 500 Performance - Week 14

Key Stocks in the Basic Materials Sector

Inversions, Market Drops, and Recessions

When the Yield Curve Inverts, How Long Has It Historically Taken for a Recession to Start?

Cash Flow Grades

Market Valuations Remain High

Market Performance - Week 13

Buy, Hold, Sell?

Key Stocks in the Energy Sector

Putting Grades Together

Growth Grades

U.S. Home Price Update - March 2022

The 10-2 Spread Plummets

Market Performance - Week 12

Equity Valuation Grades

Key Stocks in the Consumer Defensive Sector

Giving P/E Ratios an A, B, C, D, or F

What is a good P/E Ratio?

Diving into the EM100

News

Market Performance - Week 11

Daily Valuation Metrics

Key Stocks in the Industrials Sector

Is the market bottom in?

Domains of stock analysis

Thoughts on Watchlist Wednesday

S&P 500 Price Metrics

Market Performance - Week 10

Johnson & Johnson (JNJ) Deep Dive

Some Quick Thoughts

Forecast Update - Week 10

Who’s working?

Watchlist Wednesday (ft. TJX, LULU, ROST, BURL, and URBN)

Historical Context for the Current Market Downturn

Market Performance - Week 9

Home Depot (HD) Deep Dive

Key Stocks in the Healthcare Sector

Forecast Update - Week 9

MV = PQ

Watchlist Wednesday (ft. UNH, JNJ, ABBV, PFE, and LLY)

Is the job market good or bad right now?

Market Performance - Week 8

Walmart (WMT) Deep Dive

Key Stocks in the Communications Sector

GDP, Inflation, and Interest Rate Forecast Update

The Fed has always raised rates before a bear market

Watchlist Wednesday (ft. NVDA, TSM, AVGO, INTC, and QCOM)

Are Consumers Strong or Weak Right Now?

Market Performance - Week 7

XOM Deep Dive

Key Stocks in the Consumer Cyclical Sector

Federal Funds Rate Forecast

A Debt Dashboard

Watchlist Wednesday (ft. NET, TWLO, ZM, CRM, and PD)

Is the Housing Market Overvalued?

Market Performance - Week 6

UNH Deep Dive

Key Stocks in the Financial Sector

The latest GDP and Inflation Forecasts

A simple GDP and inflation model

Watchlist Wednesday (ft. AAPL, MSFT, GOOGL, AMZN, and TSLA)

Is the stock market overvalued?

Market Performance - Week 5

Microsoft Deep Dive

Key Stocks in the Technology Sector

Forecasting Real GDP

U.S. Debt

Some Quick Thoughts

A Quick Question for You

Market Performance - Week 4

Altman's Z-Score

Two more important metrics for performance analysis

Basic Earning Power and Asset Turnover

Highlighting AAPL

U.S. Home Price Update - January 2022

Profitability, Growth, and Valuation

Valuation Metrics for 25 Large Stocks

Market Performance - Week 3

Growth Scoring

ROA and Ten Profitable Stocks

An ROE Scorecard (ft. AAPL, MSFT, ASML, HD, ADBE, and more!)

Historical Return-on-Equity

Industry Benchmarking

Sector Benchmarking

S&P Performance - Week 2

Baking with 11 Metrics

Cash Flow Ratios

Valuation

Leverage

ROE, ROA, and Growth Bake Off!

S&P 500 Leaders and Losers

Do common fundamental metrics carry unique information?

2021 Growth and Return Metrics

2021 Stock Performance by ROE and ROA

What characteristics make a good stock?

The only thing worse than picking random stocks is picking random ETFs

Winners and Losers on the First Trading Day of 2022

Picking Random S&P 500 Stocks

Picking Random Stocks

Best (and Worst) Performing Stocks and ETFs of 2021