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Down the Valuation Rabbit Hole
Season 11
Episode 16
Published 2 weeks ago
Description
Two big things you need to know:
- First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices.
- Second, the valuation case for the broadening trade still has some room (Small Caps, certain cyclical sectors, non-US developed market equities), but requires close monitoring.