Valuation insights

Valuation insights

A couple of recent posts by same author are worth a walk-thru imho.

There’s a bit of an echo chamber as I am fairly aligned here in the valuation tiering – my variance is however i am not so willing to take capital risks in the middle tier and will accept lower return rates for lower capital risk, aka, bills and short-term high quality bonds.

https://seekingalpha.com/article/4315341-expectations-for-next-decade

The subsequent post walks thru some critical questions investors need to bat around for actionable direction https://seekingalpha.com/article/4317012-lyn-aldens-positioning-for-2020-diversified-global-focus

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