Barry on Valuations, Ben on Secular Change

OK, getting back on East Coast time, bear with me. Two great reads for now that I do not want you to miss:

Ben says not only is it different this time, it’s always different.

Read this one asap:

This Time Really Is Different (Bloomberg View)

Barry had a debate with our friend Nir Kaissar on valuations. You’re going to love the viewpoints here.


How to Know When Stocks Are Properly Valued: A Debate (Bloomberg View)

Back with more tomorrow, cheers!


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