CAPE is up so markets will go down? Shock horror: it’s not so simple…
The Accumulator
A selection of rules of thumb that can help you devise your asset allocation strategy.
Many Monevator readers tell us they’re feeling nervous about the markets. Me too. The perils on my personal Venn diagram of risks seem to overlap like unattended coffee rings. Notable brow-furrowers include: Vaulting US stock market valuations Big tech betting the farm on AI UK economic stagnation Government debt piles swaying like Jenga towers The [...]