CAPE: US Equity Markets Versus Emerging Markets

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


Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

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

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