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Posted by
Two Blokes Jul 7 -
Filed in
General
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#TwoBlokesTrading
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5 views
US stocks are back at historically extreme valuations, with the S&P 500's equity risk premium extremely thin given current real borrowing costs. To justify these valuations, real GDP growth would need to exceed 4%, a level not seen since the late 1990s and early 2000s.
