Where are future returns even supposed to come from?
Posted: Nov 28, 2024
- Many assets, including stocks like $TSLA and $NVDA, are considered overvalued
- Large companies like $AAPL, Walmart, and Costco are trading at high earnings multiples
- Concerns about stock market bubble with historical comparison to 1929 and dotcom bubble
- Value investors may consider hedging against potential downturn
- Uncertainty about future stock market performance and potential long wait for new highs
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