NAVA Capital Profile picture
NAVA Capital provides consulting services (outsourced CIO, real α equity indices, asset rotation and tailor made strat) to AM firms, endowment, SWFs and FOs.
Dec 7, 2021 18 tweets 20 min read
1 A thread on our new article on the US markets (mis) valuation
research.nava.capital/market-valuati…

@albertedwards99 @mjmauboussin @MebFaber @johnauthers @INArteCarloDoss @jposhaughnessy @FTAlphaville @TheStalwart @BittelJulien @C_Barraud @VolatilityQ Image 2 Our goal is to show, as objectively as possible, the discrepancy between the intrinsic and the current value of the S&P 500 and what it implies for future returns.

@jessefelder @LeutholdGroup @HorizonKinetics @Not_Jim_Cramer @patrick_oshag @5thrule @MacroCharts @macro_srsv Image