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Charles April 2014
Crash April 2014

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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"The Short Side of Long." link to nervous article

Crash

April 2014 in Off-Topic

Conclusion: "I believe the US equity market is in a dangerous spot right now."
http://shortsideoflong.com/2014/04/warning-us-equities-extremely-overvalued/

.....You guys in here who know stuff: Is he correct?

Comments

Charles

April 2014 edited April 2014

A tamer, but still supportive view that valuations are stretched is in Ted's post on GMO's Montier paper, entitled "CAPE Crusader ─ A Defence Against the Dark Arts".

I think I personally fall more in the camp described here "CAPE Crusaders: The Shiller-Siegel Shootout at the Q Group Corral", by Laurence Siegel, Feb 2014.

Unfortunately (or fortunately), the "truth" may take years to reveal itself.
Crash

April 2014

Happy Easter! I just saw this. Thanks.

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