Bull Bear Report The Fed Rate Hike Won’t Fix The Inflation It Targets Daily Market Commentary A Hike Like No Other Blog K-Shaped Economy: Reality Or Media-Driven Perception Daily Market Commentary Another Hike By Year End And No Cuts On The Horizon Blog Has The Bond Market Already Done The Fed’s Job? Daily Market Commentary Fed Hikes: Then What? Daily Market Commentary Amodei Says Slow Down: Trump And China Say No Daily Market Commentary Weak Buyback & Strong Auctions: Bullish Signals For Bonds Blog Portfolio Risk Management: Winning The Long Game (Chapter 5) Bull Bear Report This Time Is Different? Earnings and Price Break 90-Year Trends
Vol. XXVII · No. 134
Sunday — September 20, 2026
Houston, Texas

Tag: mcdonalds

McDonald’s, Not A Shelter In The Coming Storm

McDonald’s, Not A Shelter In The Coming Storm

By Michael Lebowitz, Feb 17, 2020

Like KO, we are not making a recommendation on MCD as a short or a sell candidate, but by our analysis, MCD stock appears to be trading at a very high valuation.