CAPE: US Equity Markets Versus Emerging Markets

0
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

clost

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)

Updated on

Sheeraz is our COO (Chief - Operations), his primary duty is curating and editing of ValueWalk. He is main reason behind the rapid growth of the business. Sheeraz previously ran a taxation firm. He is an expert in technology, he has over 5.5 years of design, development and roll-out experience for SEO and SEM. - Email: sraza(at)valuewalk.com
Previous article Hottest Links: Templeton, Moats, Munger, Bubbles, Net-Nets, Luck and Skill
Next article Microsoft Corporation (MSFT) Could Face A Tough Year: BGC

No posts to display