The more I study, the happier I am with the PP

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Hal
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The more I study, the happier I am with the PP

Post by Hal » Fri Mar 08, 2019 2:10 am

Interesting Economics talk.
Note how a slightly wrong assumption destroys the model.

The PP, relying on fundamentals, looks even better now compared to more complex asset allocation models.
Also note the reference to Contrarian Investing near the end of the presentation

https://www.youtube.com/watch?v=BSrwRjyQaEo

Runs for an hour, so get some popcorn and enjoy!
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