After a battering in the fourth quarter of 2018, are stocks ready to rebound? The ERP, at 5.96% at the start of 2019, is a good signs, but slowing economic growth and market crises are ever present dangers. My take: bit.ly/2LRA9Ig

My latest: jasonzweig.com/what-amazons-r…

We all know Value and Price to Book has had a terrible decade. Interesting that last 10-yrs was the single worst decade going back to Fama French data started. See my note on factors determining whether it will turn around: wisdomtree.com/blog/2019-01-2….

Since its IPO in 1997, Amazon has made $20 billion in cumulative net income. Apple made $20 billion in net income last quarter alone. Amazon market cap: $840 billion (largest company in the world). Apple market cap: $787 billion. $AMZN $AAPL