Notes on the Market

Notes on the Market

Are We in for a Market Correction?

A growing set of serious valuation metrics reveal a deep disconnect between equity prices and long-term value

Michele Chiacchio, CFA's avatar
Michele Chiacchio, CFA
Nov 14, 2025
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Please excuse my absence of notes over the last two weeks, things have been quite busy on my end. This note was started last week, and from the results of the past couple trading days it seems it may be currently in the money.

Wall Street CEOs have all been voicing their concerns about the frothy market, and it’s something I have been thinking about (an…

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