Valuation
We're finally getting to the true mathematical ways to calculate valuations in our classes. In fact, we have a case due very shortly on it.
We have also done some study on relative valuation between stocks and bonds. What we're seeing is that stocks look better than they have in 25 years, as compared to bonds.
2 Comments:
It's a dunk shot -- no asset class keeps pace with inflation like stocks + No asset class delivers returns like equities.
great site -- keep it up my man.
thanks!
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