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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rrr12345 ✧  😊 😞
Number: of 12538 
Subject: Re: Jim Grant on Berkshire/Cash/Valuations
Date: 10/29/2024 10:45 PM
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"But then, shouldn't you also expect that mean reversion over 5-10 years, also, taking the S&P's 3.5% earnings yield down to a total return of 1.5%? And leading to an even higher allocation to bonds?"

If the stock market P/E falls to 17 over 10 years, that will knock more than 2 percentage points off the return. It will knock about 6.7% percentage points off the annualized return. Ouch.
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