Flirting with Models

The Research Library of Newfound Research

Category: Equity

Anatomy of a Bull Market: Follow-Up

Drivers of equity returns vary depending on the time horizon we study. The impact of valuation changes diminishes as the time period is increased.

Anatomy of a Bull Market

Bull markets come in all shapes and sizes. We analyze historical market cycles on criteria such as duration, magnitude, velocity, and source of return.

The Ghost of GDP Past

Challenging demographic trends make it unlikely that future GDP growth can continue at a pace consistent with past experience.

Are Stocks Actually Undervalued?

With investors reaching broad consensus that the market is overvalued, we explore the arguments for why the market may actually be undervalued.
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