@robertson-world
The Shiller PE at 36 is a death sentence when growth can't keep up with soaring cost of capital.
The rise in market rates due to the escalation in the Iran conflict (hense inflation) will force a brutal repricing on every asset class to fix this delusional ratio. Stocks, Metals, Cryptos included.
Maybe your growth cope buys you two more years of exit liquidity before the real collapse. 🤷♂️
Are you actually hedged for the mean reversion or just praying the music never stops?
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