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Author: FlyingCircus   😊 😞
Number: of 55856 
Subject: Re: OT- Guy Spier on Podcast/ limited BRK discussion
Date: 08/27/2023 12:18 AM
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wrt to the earnings yield (PE) being relatively flat...
decent article on SeekingAlpha recently about a bearish warning - that the earnings yield hasn't been this low compared to the treasury yield in over 20 years (since that ugly tech bubble 1.0 burst.)

https://seekingalpha.com/news/4005880-sp-500-flash...

FWIW,
FC
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