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  • An Unpleasant Comparison: Demographics and Deflation [View article]
    Gary Shilling made the same point in a book he wrote in 1999.

    I will say that Japan had stocks with 200 PEs and Commercial RE at 300% of true value. It was a huge bubble that popped.

    Perhaps it was similar to our CDO and structured finance bubble valuations.
    Jul 09 17:30 pm |Rating: +1 0 |Link to Comment
  • Global Markets: Pause or the Start of a Slide? [View article]
    I very much appreciate the authors unique analysis. It sums up many factors in a useful approach.
    Jun 17 15:47 pm |Rating: +1 0 |Link to Comment
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