Forum Topics Ray Dalio on Market Bubbles
doktorspleen
2 weeks ago

I'm a bit fan of Dalio, and thought I'd share this. 

https://www.bridgewater.com/research-and-insights/ray-dalio-stock-market-bubble

Was wondering where everyone felt the Australian market was relative to this? I don't think we're anywhere near as inflated as the US markets. But I do think we tick some of the boxes.

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kjeffro450
6 days ago

I know it's only one metric and it's not super reliable but the cape ratio for Aus just ticked over the long term average of 17. US is pretty much double. I think the US is well on its way to a massive mean reversion.

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