CAPE: US Equity Markets Versus Emerging Markets

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.

CAPE US versus Emerging markets

This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery

D1 CapitalThe first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public portfolio returned 20.1% gross Read More


Full presentation in PDF here. Charts via Wall Street Rant (via Abnormal Returns)