Stock Valuation in a Zero-Bond-Yield World

(1) Hamlet, TINA, Joe, and me. (2) Valuation isn’t a life or death issue, though paying too much for stocks can be a killer. (3) TINA is back, stronger than ever. (4) Reversion to the mean. (5) But what if the mean is a moving target, buffeted by inflation and Interest rates? (6) Blast from the past: Fed’s Stock Valuation Model. (7) FANGMAN again. (8) Buffett Ratio is off the charts. (9) Is the V-shaped recovery starting to stall? (10) Rents are disinflating. (11) Movie review: “The Last Narc” (+ + +).