Quote from: aminorex on April 11, 2014, 07:21:53 PM

Quote from: Adrian-x on April 11, 2014, 07:17:07 PM

Quote from: aminorex on April 11, 2014, 07:02:14 PM

Quote from: Adrian-x on April 11, 2014, 06:41:57 PM

Quote from: aminorex on April 11, 2014, 06:03:13 PM

The demographic curve and its correlation to p/e ratios is however both informative and easy to provenance.

Do you have any recommended reading on the bold point, or comments on appropriate blogs I'm interested.

http://www.frbsf.org/economic-research/publications/economic-letter/2011/august/boomer-retirement-us-equity-markets/el2011-26.pdf

Thanks

Also, essential reading for anyone with an interest in capital markets: http://www.hussmanfunds.com/weeklyMarketComment.html

The Hussman stuff on QE is pretty damning - a good read - will go look through some of those postings over the weekend.

Thanks for the tip and btw... I always read your well-crafted posts. I don't always agree, but I do admire the tight and concise composition, plus I occasionally learn something too.