Fremtidig værdigsætning på markederne.
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Spændende læsning omkring markedsværdisætning og forventninger til fremtiden.
Måske nogen kender CAPE faktoren som er baseret på Shiller p/e værdier i en cyklisk forudsigelse.?
Det er god læsestof, så bare gå i krig
Har lagt nogen links fra samme side, i tilfælde af man ikke får dem læst.
http://www.starcapital.de/research/stockmarketvaluation
http://www.starcapital.de/research/CAPE_Stock_Market_Expectations
http://www.starcapital.de/docs/2014_02_CAPE_Predicting_Stock_Market_Returns.pdf
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