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Jun 05 2007
Of Special Interest

Interest Rates And Stock Valuations: A Broken Linkage?

  • Jun 5, 2007

A look at the relationship between bond and stock yields as justification for today’s expectations of a continued bull market and for the current LBO craze. No evidence that Fed-type valuation models help forecast future market returns.

tags

Earnings Yield Normalized EPS Interest Rates Fed Model

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About The Authors

Doug Ramsey / Chief Investment Officer & Portfolio Manager

Doug Ramsey Chief Investment Officer & Portfolio Manager

Doug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.

Andrew Engel

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