Blackhawk Capital Group

Only *twice* before have we seen the #CAPE ratio, or "cyclically adjusted price-to-earnings" top 30. Slightly-above average valuations may be justified by still-low interest rates and relatively low inflation. If earnings growth for the rest of the year remains meets forecasts, stocks could be in for a double-digit percentage rise from here. When we combine reasonable valuations with solid fundamentals and a positive technical and sentiment backdrop, stocks look like a potential opportunity to us, wrote LPL Financial strategists John Lynch and Jeffrey Buchbinder, in a note to investors.

Major tech players, including Amazon.com, Google, LinkedIn and, of course, Salesforce have all dropped big money on space in rising buildings in and around Transbay. The incoming 43-story office building at 250 Howard, dubbed "Park Tower" and located in the middle of the new Transbay development cluster, will make Facebook the third largest office tenant in San Francisco, as the Silicon Valley Business Journal reports that they plan to lease the entirety of the available space. https://sf.curbed.com//facebook-park-tower-250-howard-leas

Only *twice* before have we seen the #CAPE ratio, or "cyclically adjusted price-to-earnings" top 30. Slightly-above average valuations may be justified by still-low interest rates and relatively low inflation. If earnings growth for the rest of the year remains meets forecasts, stocks could be in for a double-digit percentage rise from here. When we combine reasonable valuations with solid fundamentals and a positive technical and sentiment backdrop, stocks look like a potential opportunity to us, wrote LPL Financial strategists John Lynch and Jeffrey Buchbinder, in a note to investors.

As rates rise, worth looking at sovereign debt figures around the world. The U.S. is a prime example of debt creep the country hasn’t posted an annual budget surplus since 2001, when the federal debt was only $6.9 trillion (54% of GDP). Fast forward to today, and the debt has ballooned to roughly $20 trillion (107% of GDP), which is equal to 31.8% of the world’s sovereign debt nominally. https://www.weforum.org//63-trillion-of-world-debt-in-one-