The CAPE ratio is at 1929 levels and market cap/GDP is beyond its 2000 extreme and you’re all talking like this is March 2009. We’re down 20% and haven’t even priced in a recession yet.
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IMO rates are driven by inflation & inflation by shortages. I see a lot more surpluses than shortages so rates should be low until some capital is destroyed by war, famine or epidemics.
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Are you familiar with Keynes' experience as an investor?
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