Mid-Week Investment Articles

Below are some articles I am reading this week:

Global Value: Building Trading Models with the 10 Year CAPE – Mebane Faber

The Consequences of Easy Monetary Policy (pdf) – John Mauldin

ECRI's Embarrassing Recession Call – Doug Short

Bubble in Safety (pdf) – Grant's Interest Rate Observer, hat tip Mebane Faber's new Idea Farm newsletter

Is the Stock Market Cheap? Doug Short, see also his valuation overview here

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