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Green Book July 2024

Rarified Air

Is the U.S. stock market a bubble? As we answer elsewhere within "Inside the Stock Market," no. It is only priced like one.

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Value (131) Growth (119) Gold (83) Factor Performance (18) Yen (7) Japan (48) Bank Lending (1) Wealth Effect (9) Resession (1) Dollar (55) Inflation (584) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79) Long T-Bonds (24) Active vs. Passive (17) Yield Curve (85) Federal Spending (2) Stock Market Performance (1)