I was hoping to get an article on the valuation of the S&P 500 posted today, but have not quite finished my research yet. Please make sure to visit the Investment Postcards site tomorrow for my take on the outlook for equity returns.
In the meantime, I have just contributed a chapter to a new book, “The Gathering Storm” – a unique perspective on world economics and financial markets. Contributors include the likes of James Ferguson, Albert Edwards, Dylan Grice, Howard Marks, David Rosenberg, John Mauldin, Lee Robinson and Patrick Young.
All proceeds go to very worthy charities. Make sure to pick up a copy here. And please post your reviews in the comments section of this post.