CAP Updates

I’m sure most of you saw this but my podcast is finally live!  You can subscribe on iTunes here, and all of the episodes and shownotes can be found here.

Quarterly CAPE Ratio Updates!  We added a new column which is local real drawdowns.No surprise but the cheap stuff is also down the most.

Median CAPE Ratio:25% most expensive: 22 (U.S. in this bucket)25% cheapest 10!

Here it is in Excel too.

MSCI Investable Market Indices 

SECTORS

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