US equity valuations (based on CAPE) versus emerging markets. While we think the US still has the strongest economy, economic growth or strength does not equal returns. Check out the chart below but keep in mind as well while CAPE does not always predict future returns and is close to useless short term, it does say alot. See below for actual returns.
Horizon Kinetics portfolio update for the second quarter ended June 30, 2017. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More
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