Is the Stock Market Overvalued, Cheap or Just Right? A Debate Valuation metrics can help in investment decisions, but they’re also...
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Can an esteemed professor of finance ever escape his reputation as a “perma-bull?” That was the question running through my mind...
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Markets have shrugged off a torrent of horrific economic news. They have powered far above the post-pandemic crash lows of March....
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I am in the middle of a debate with my friend Nir Kaissar about peoples’ consumption habits. My position is as long as you can afford...
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The transcript from this week’s, MiB: Jame Montier, GMO, is below. You can stream and download our full conversation,...
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This week, we speak with James Montier, a member of GMO’s Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global...
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Stock-Market Bubble Fears Are Greatly Overblown Despite some pockets of excess, valuations today are nothing like those of the dot-com...
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Most investor’s definitions of value are too narrow. Merely looking at Price to Earnings ratios (P/E) or Price to book (P/B) misses key...
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Source: Bank of America Merrill Lynch The chart above is quite amazing. It comes to use from Savita Subramanian, who runs the...
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I am excited about our next Masters in Business: Live! This time, we will be chatting with Nobel Laureate Gene...
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