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Morningstar, Day One: Grantham, "don't worry, be happy"

Likely for 18-24 months.

Grantham's argument is two-fold: asset class bubbles occur when valuations exceed their historic norms by two standard deviations but high valuations alone don't cause bubbles to pop; you need a trigger. Right now, US stocks are about 1.6 standard deviations high, measured by either Tobin's Q or Schiller CAPE. If you chart the rising valuations, the inflation is pretty steady. It likely won't cross over the "two sigma" line until around the time of the Presidential election. At that point, we'd be set up for a 60% repricing of stocks. In the interim, don't discount your run-of-the-mill 10-15% hiccups.

He is not, he argues, pessimistic. It's just that the rest of us are irrationally optimistic.

The most interesting element of his talk centered on the distortions introduced by the Fed. Publicly traded corporations are posting record profit margins; rather than reinvesting that cash (capital expenditures / capex are at historic low levels), they're buying back overpriced company shares to reward current shareholders. The buybacks are also being funded by low interest debt issuance. Private firms are continuing to commit large amounts of money to capex. That's contributing to the high profit margins, since firms aren't trying to arbitrage their competitors' high profits away by competing for business in those sectors (which would require capex). They're luxuriating in their own cash flows and distributing it straight to executives and other shareholders. The fund managers who are heavily exposed to the energy sector point to a collapsing E&P infrastructure as old rigs retire but few new ones (and few new ships and pipelines and refineries) are funded.

David

Comments

  • TedTed
    edited June 2015
    @MFO Members: In case you missed it, scroll down for the Jeremy Grantham M* video interview.
    Regards,
    Ted
  • Thanks for this summary, David. If Grantham's right, oil services firms could be a good long-term value play.
  • David Kelly, the JPM strategist and a.m. keynote, seems to think so as,well. Oil is underpriced, earnings are getting crushed, production facilities are not being built. He argues for "lagged overshoot" where oil tends to overshoot in one direction, consumers alter consumption (buying Priuses or pickups) in ways that make for a sticky new demand pattern and a year later ...

    Partly that's because the supply/demand imbalances are relatively small so it doesn't take long for a reversal to occur.

    Back to work!

    David
  • "No bubble has ever broken until individuals pour money into the market and retail investors have avoided the stock market since the financial crisis." – Jeremy Grantham
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