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Daily Archives: September 12, 2011
Market Valuation, Deus Ex Machina, and Volatility
We have written several times to say that the market in general is overvalued based on earnings (the CAPE) and book value (Tobin’s Q). Even after the recent selloff, the market is still well above long-term averages. However, astute market … Continue reading
Posted in Uncategorized
Tagged Behavioral Finance, CAPE, China, Competition and Strategy, Conventional Professional Investors, deus ex machina, Entrepreneurial Spirit, Financial Media, Free Markets, Friederich Hayek, Housing Bust, Invisible Hand, Italy, Margin of Safety, Quantitative Easing, Risk, Robert Shiller, Tobin's Q Ratio, Value Investing
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