Not Expensive But Not Cheap Yet


Global vs US PE10 Valuations:  One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the world. A big part of the divergence in price/value has been driven by a massive divergence in relative earnings performance, with the US significantly and consistently outperforming the rest of the world in earnings…

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Are we officially in the process of being caught off guard?

 

I wasn’t even going to write a note this morning, because it’s Sunday and I have a couple pieces planned for the week to come. But then I had an interesting set of realizations this morning while walking to get my coffee:

  1. Many young people on Wall Street nowadays have never experienced real volatility in…

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Give a man a fish and you feed him for a day. Teach a man to fish and you feed him for a lifetime.         

- Chinese Proverb

 

 

Some Recent Activity

Kos posted a blog post
Jul 11
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1. The Worst of Times:  In hindsight, it was never going to end well when both stocks AND bonds were trading at crazy expensive levels. It is the worse case scenario for traditional passive buy and hold portfolios.Source:  Dr. Timo Teuber2. Max…
Jun 27
Kos posted a blog post
Global vs US PE10 Valuations:  One of the most interesting aspects of the past decade has been the divergence in valuations between the USA and the rest of the world. A big part of the divergence in price/value has been driven by a massive…
Jun 14
Kos posted a
h/t Sadiq
May 18
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