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Re:When Everyone’s a Genius: A Few Thoughts on Speculation by jsight on Thursday February 25, 2021 @09:57AM (#26263364)
I'm curious what metrics you use to determine that the market is currently overvalued as a whole?
Re:When Everyone’s a Genius: A Few Thoughts on Speculation by benibela on Thursday February 25, 2021 @01:30PM (#26266277)
Re:When Everyone’s a Genius: A Few Thoughts on Speculation by jsight on Thursday February 25, 2021 @02:46PM (#26267308)
I feel like any model that is based on earnings during the covid era is going to have a few issues. When earnings fall simultaneously, combined with large stimulus, things will get pretty interesting.

I'm not saying it isn't overvalued, just that there needs to be more detai here than just "the P/E is historically high".