Miner Company
Why Future S&P 500 Returns May Disappoint - And How I'm Positioning Now
I see elevated inflation and high market valuations posing a significant risk to future S&P 500 real returns. Periods of prolonged, inflation-adjusted stagnation have occurred before; current concentration in Big Tech heightens this risk.
I see elevated inflation and high market valuations posing a significant risk to future S&P 500 real returns. Periods of prolonged, inflation-adjusted stagnation have occurred before; current concentration in Big Tech heightens this risk.