Daily Archives: March 12, 2020

A So-Far Rational Sell-Off. Post-Crash Crowding Effect Into Less-Exposed Sectors Likely to be BRUTAL.

I wrote this in response to a piece a friend sent and figured I’d just share verbatim.  Arguing that “cheap” PE ratios aren’t valid because the earnings estimates in them are stale. pre-virus numbers. Tempted by the cheap valuations the … Continue reading

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