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Howard Marks Memo & CAPE
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Novo memo do Howard Marks!
Artigo interessante do pessoal do Federal Reserve of San Francisco sobre CAPE.
https://www.frbsf.org/economic-research/publications/economic-letter/2020/october/assessing-recent-stock-market-valuation-with-macro-data/" target="_blank">Assessing Recent Stock Market Valuation with Macro Data
Abraços!
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