equal-weighted index
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Where the voices land
All voices 1 voice1 cheap
Strongly cheap
- JTJurrien TimmerStrongly cheap Sees the equal-weighted index as attractively valued at 17.3x forward earnings, not a bubble. “the equal-weighted index is an even more modest 17.3x. Whatever you want to call this cycle, it isn’t a bubble.” Open the post In terms of valuation, the forward cap-weighted … · 8 Oct
1 cheap
Mentions
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Stories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Jurrien Timmer 1 mention
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