Post #461 by weatherman on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks

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some idea of what your own PAID professionals think :
https://klementoninvesting.substack.com/p/how-big-...

e.g., vanguard is ~4th most pessimistic asset manager regarding their own forecasts on the u.s. equity premium.

i prefer alternatives to CAPE (like hussman's) when comparing historical valuations betwixt\between nations.

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