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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: Lee Lichterman III who wrote (34274)8/23/2021 12:22:35 PM
From: ajtj992 Recommendations

Recommended By
Lee Lichterman III
rcksinc

   of 97658
 
In the end, the market is underpinned by earnings. If inflation is indeed transitory and S&P 500 earnings are going to come in at $218 next year as estimated, the market could be about 13% over-valued based upon FY 2022 earnings right now.

That's if the tax code doesn't change. If that happens, we could be close to 17% over-valued right now based upon FY 2022 earnings and 2% core inflation.

I suspect the inflation numbers may be 50% greater than that next year due in part to owner's equivalent rent catching up to housing prices.
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