Bull Bear Report Pimco Sees A 6% 10-Year. Here’s Why “Bad Inflation” Caps Yields Daily Market Commentary CoreWeave Shares Tumble As Its Debt Flounders Blog Bad Inflation Cures Itself. Good Inflation Doesn’t Daily Market Commentary CPI Hotter Than Expected: Is A Hike Back On The Table? Blog Think Rates Are Peaking? Consider Mortgage-Backed Securities Daily Market Commentary What The NFL Can Teach Us About Risk Management Daily Market Commentary OpenAI Rains On The Tech Parade Blog Bonds At 5%: Is The 10-Year Treasury Finally A Buy? Daily Market Commentary Bond Auctions: You Never Hear About The Good Ones Bull Bear Report Equity Risk Premium Has Vanished, And Stocks Aren’t Cheap.
Vol. XXVII · No. 134
Sunday — October 18, 2026
Houston, Texas

Tag: overvalued

Gimme Shelter

Gimme Shelter

By Michael Lebowitz, Jan 10, 2020

Exposing a company that poses as a value defensive stock but its valuations argues otherwise.