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Jonathan H Seed's avatar

Yes, it’s nitpicking, but I’m constantly annoyed the Shiller’s data in ie_data.xls that produces the ratio includes 0’s in the last 4 months. Obviously, monthly earnings aren’t finalized yet, but it skews the comparable numbers, granted only a little. See shillerdata.com. But kudos, Larry. Love your insights.

annapolis73's avatar

I can't help myself. So your readers should also be learning from another of my friends. I'm not selling anybody anything. I earnestly believe that Larry Swedroe and John Hussman are cut from the same cloth. Brilliant and dedicated people who are honest "educators".

John uses a similar (among others) CAPE-10 evaluative tool(s). See his archives.

https://www.hussmanfunds.com/comment/mc260104/

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