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Thursday, March 28, 2024

Barry on Valuations, Ben on Secular Change

 

Barry on Valuations, Ben on Secular Change

Courtesy of Joshua Brown, The Reformed Broker

OK, getting back on East Coast time, bear with me. Two great reads for now that I do not want you to miss:

Ben says not only is it different this time, it’s always different.

Read this one asap:

This Time Really Is Different (Bloomberg View)

Barry had a debate with our friend Nir Kaissar on valuations. You’re going to love the viewpoints here.

Go:

How to Know When Stocks Are Properly Valued: A Debate (Bloomberg View)

Back with more tomorrow, cheers!

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