CAPE is not very «actionable» — a CAPE value of «x» tells us little about how much to reallocate between stocks and bonds or
the likelihood of a market crash, we have to superimpose our own reallocation rules on top of it to make it actionable and this potentially leads to over-fitting or data mining.
it's one thing to be aware of
the likelihood of a market crash or warning signs but do you advocate high cash or investing in any pockets of value.
Not exact matches
To be on the safe side, see this post on the
likelihood of a US housing
market crash in the years ahead.
When you take into account the
likelihood of another 50 % haircut in the next
market crash and whole life and indexed universal life start looking more and more attractive as a «safe bucket» to hold you cash waiting for the next investment opportunity.
To be on the safe side, see this post on the
likelihood of a US housing
market crash in the years ahead.