US is Expensive, Global cheap, Why?
1.US is Expensive, Global cheap, why:
-US earnings = exponential curve
-global earnings = sigmoid curve
Long-term Market Perspectives:
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2.Recession Risk is Rising
3 different measures of the cycle
3 different sources of information
all 3 saying recession risk is rising
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3.Low inflation has in recent decades been associated with higher stockmarket valuations... but it is a mixed bag.
(also depends on rates, economy, etc)
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https://x.com/Callum_Thomas/status/1833943840295673930
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