A Real Estate Slowdown and a Pricey Stock Market

June 7, 2024

In the latest pod, we discuss: -May being a good month for stocks despite processing a higher for longer message from the Fed -Expecting the Russell 3000 to outperform the S&P 500 given its small and mid cap exposure -U.S. bonds doing well in May as rates came down, despite a negative year overall for the bond market -U.S. stock market valuations increasing to 27 times trailing P/E and why we think that, plus more attractive bond yields and cheaper international stocks call for more portfolio diversification -The difference between trailing and forward P/E and why to be careful with overly optimistic forward P/E -Momentum investing and why investing in stocks that split makes sense -Residential real estate slowing and how that's going to help the inflation picture

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