US aktier handles til 25x det forventede overskud, kun overgået af 1999 og 2021
14/6 11:34
Bears throwing in the towel and bulls getting excited just in time for the latest move lower in markets. Source: LSEG Workspace Stocks aren’t cheap 1. US equity trailing PE currently 25x, exceeded only in 1999 and 2021 2. Current 10-year rolling return from US stocks = 13.3% 3. Secular contrarian trade is short US stocks […]...