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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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