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Ben Carlson: The Impact Of Interest Rates & Inflation On Stock Market Valuations

FYI: It feels like we’ve been having the same conversation about U.S. stock market valuations for 7-8 years now. But just saying “valuations are high so they have to come back down to average” misses out on the nuance and context required to think through where they stand.

It would be naive to assume valuations will stay elevated forever but it also makes sense to understand why they’re elevated in the first place. Here’s what I wrote for Fortune on the topic.
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