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valuations

Why you can’t trust the CAPE ratio

CAPE is up so markets will go down? Shock horror: it’s not so simple…

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Where to find and how to use global CAPE data

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What can you do to improve the 60/40 portfolio? We have an answer. But it’s long and you won’t like it.

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Is the 60/40 portfolio dying? No, but it is feeling peaky.

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Because what’s life for if not the chance to do more maths?

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