Trick or Treat: Which assets will rise from the dead?
Many Happy Returns
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Are Small Caps Cheaper Than the S&P 500?
Small cap valuations look a lot lower than for large caps. And almost at historic lows, depending on which valuation measure you use. If there is a recession, I don't think that's priced in fully yet. But what you certainly know is that you're not buying it at high price. You're buying it at a very low price relative to forecast profits.
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