Do Valuations Matter?
What Goes Up
Is Cape a Good Predictor of the Long Term Return?
Aman creck me ifi'm i'm bungling the research there. But then he took it a step further to figure out how how should we be using a syckly cyclically adjusted valuation measures like this? So walk us through that paper and what the main findings are. We haven't, we haven't published it yet, but it's forth it's forthcoming.
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