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Jim,
Thanks for sharing the historical data — this is very helpful. Could you clarify the starting date for the CAPE figures?
Also, if you were incorporating this data into an investment strategy, how would you use it? For example:
a) Broad allocation via country-level ETFs focused on the most attractive valuations
b) Using it as a filter — e.g., applying an existing stock selection strategy but only investing in stocks within countries with the most attractive valuations
Or would you approach it differently altogether?
Appreciate your perspective.
