Stock scream room

[ochotona]

If I were a Central Bank, I'd want my gold the heck out of Manhattan.

[Smith1776]

Me too. Wasn't it Germany that tried to get some of its reserves back from the Fed bank in New York and it took years just to get a partial repatriation?

[Jack Jones]

Me too. Wasn't it Germany that tried to get some of its reserves back from the Fed bank in New York and it took years just to get a partial repatriation?

France IIRC.

[dualstow]

What I read was that it was Germany, but from vaults in Paris and New York.
Also, Serbia and Italy and earlier, Poland and Romania.

[Jack Jones]

Here is what I was referring to:

On August 5, 1971, the United States Congress released a report recommending devaluation of the dollar in an effort to protect their currency against "foreign price-gougers".[10] Also in August, French president Georges Pompidou sent a battleship to New York City to retrieve French gold deposits.

[dualstow]

ohhhh. I thought you guys were talking 2025.

[Smith1776]

I didn't realize that the current Shiller P/E was so high...

Screenshot 2025-10-22 214214.jpg (50.47 KiB) Viewed 332 times

[dualstow]

Yeah, they’ve been chattering about it on b’h

[ochotona]

many valuation models, wide dispersion, but median is roughly 0% over the next decade.

[Smith1776]

I wonder how much tilting to value or overweighting emerging markets will help over the next decade.

[ochotona]

I wonder how much tilting to value or overweighting emerging markets will help over the next decade.

This may help. You don't need an account for RA, just click through the login page.
https://interactive.researchaffiliates. ... terms=REAL

Blackrock
https://www.blackrock.com/institutions/ ... ssumptions

GMO (always extreme)
https://www.advisorperspectives.com/com ... 5?firm=gmo

Vanguard
https://corporate.vanguard.com/content/ ... casts.html