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Strategies & Market Trends : Value Investing
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To: OldAIMGuy who wrote (62848)11/14/2019 2:51:57 PM
From: Nya_Quy1 Recommendation

Recommended By
Lance Bredvold

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Thank you for your effort!

From what I read it is indeed worthwhile to use the VL survey as a kind of contrarian thermometer measuring valuations of the broader market in comparison to those in the past. The survey does not convey the opinion that expected appreciation is at its zenith whenever equity prices are near all-time highs, which is crucial.
Without looking I think risk had peaked in 2007 along with the general markets' hitting new highs at that time.
Isn't it better to look at the increase of asset prices (above their fair value) as something that inherently causes an increase in risk? I cannot imagine a scenario in which prices rising above a fair level are not a promotor of increased risk. If you are aware of such a scenario, let me know ;) .


Nya
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