Thought you might be interested in a few things I’m reading to start the week.
The first is John Hussman’s always thoughtful weekly commentary, When Economic Data is Worse Than Useless.
Next is Rob Arnott’s monthly commentary on PIMCO All Asset, below:
Two older pieces, one from Michael Edesess on “The SmallCap Falshood” and then a piece on valuation models from Cliff Asness, “An Old Friend: The Stock Market’s Shiller P/E”:
Hope these will be as thought provoking to you as they have been to me.
Scott Dauenhauer, CFP, MSFP, AIF