Top Tweets for #valuationcycle
Good context on the #ValuationCycle below. Two π issues:
1. It doesnβt not take into account the #GrowthCycle, #ProfitsCycle, or #LiquidityCycle
2. Iβve never seen a market correct from egregiously overvalued to bottoming perfectly at its mean valuation; it always overcorrects
When there are growing comparisons of #Gold and #Equity returns --- It indicates one thing
Gold holdings -SELL #muthootfinance leader's stock - BUY!
#Assetallocation #valuationcycle #IMO :)
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