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!