Tag Archives: Doug Short

Overvalued Equities Suggest 58.9% Decline

There is a big difference between correlation and causation. When I research data relationships, I always look for plausible, underlying cause and effect relationships. One such relationship is between valuation and future returns, particularly before recessions. Doug Short’s recent article … Continue reading

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Posted in Article Links - External, Economic Indicators, Fundamental Analysis, Market Commentary, Market Timing, Recession Forecasting Model, Uncategorized | Tagged , , , | 3 Comments