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Howard Marks Memo & CAPE

Posted by Valor Intrínseco on October 13, 2020 at 4:40 PM

Novo memo do Howard Marks!

Coming into Focus


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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