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NAVA Capital
@NAVACapital
NAVA Capital provides consulting services (outsourced CIO, real α equity indices, asset rotation and tailor made strat) to AM firms, endowment, SWFs and FOs.
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Dec 7, 2021
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18 tweets
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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
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