JK’s analysis of Growth/ Value and how we measure them are helpful.
As well as identifying when ‘Value’ is good value, there is the problem of how long it will take for the Value share prices to rise. More work is needed, if indeed there is an answer.
Hussman writes that market sentiment is the over riding factor. But your article is the first I've seen comparing Sentiment to CAPE. Thanks for writing this.
JK’s analysis of Growth/ Value and how we measure them are helpful.
As well as identifying when ‘Value’ is good value, there is the problem of how long it will take for the Value share prices to rise. More work is needed, if indeed there is an answer.
Hussman writes that market sentiment is the over riding factor. But your article is the first I've seen comparing Sentiment to CAPE. Thanks for writing this.