As we dive deeper into the complexities of the current economic landscape, one thing is abundantly clear: We are at a pivotal moment marked by soaring market valuations, escalating housing costs, and inflationary pressures that disproportionately impact our society’s most vulnerable demographics. With overall market valuations now approaching an unprecedented 200% of GDP—up from just above 100% in 2007—investors must be vigilant and discerning as they navigate this uncertain terrain. The surge in market valuations can be attributed to several factors, including ultra-low interest rates, a flood of liquidity from central banks, and an inflating tech sector that has revolutionized…
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