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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED
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To: Mannie who wrote (45090)12/13/2001 10:02:39 AM
From: Sully-  Read Replies (1) of 65232
 
Hi Scott,

"But is there a disconnect between the economy and the equities market?"

I've been saying that for several weeks now, but it seems to have fallen on deaf ears. Not only are we at historically high valuations, forward P/E's are unusually high. IMO, it will take a rather large increase in GDP growth to get P/E's down to nosebleed levels.

I also am concerned that we have not priced in the risk of future terrorist attacks. How can stocks be priced for absolute perfection? IMO, sadly there will be more. 9/11 showed that a nation with the freedoms we have make us vulnerable to such atrocities. How can we justify historically high valuations when reality has clearly shown that at any moment we could suffer not only huge losses of life, but hundreds of billions in damage & a near shutdown of the economy for short periods.

BWDIK?
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