Siegel Is Still Bullish, But 'Disturbed' by Jobs Report

The video discusses recent Federal Reserve comments and the impact of employment reports on market estimates. It highlights the attractiveness of dividend stocks despite their high valuation, given the low competition from interest rates. The discussion also covers historical earnings data and market trends, emphasizing the need for a rebound in earnings to support current stock prices. The speaker remains bullish, noting that current PE ratios are reasonable compared to interest rates, and stresses the importance of considering fixed income markets when pricing equities.

What does the speaker believe about the future of stock prices in relation to earnings performance?

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How does the speaker justify their bullish outlook despite concerns about PE ratios?

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