SPLV
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Thoughtful Money 1mo ago
LONG1mo ago
“If you look at the start of these lost decades, the CAPE ratio, the cyclically adjusted PE ratio, were at high levels. It's just not random.”Thoughtful Money · Speaker C (John)
CAPE near 41 marks a lost-decade setup; defensive low-vol stocks should outrun the froth-heavy index.
SPLVLONG@ $74.58
$77.69+4.17%
since call Jun 25
peak +4.2%