http://alephblog.com/2009/10/01/miscellaneous-notes-2/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sat, 31 Jul 2010 12:01:33 -0400 hourly 1 http://wordpress.org/?v=3.0 http://alephblog.com/2009/10/01/miscellaneous-notes-2/comment-page-1/#comment-23406 Josh Stern Fri, 02 Oct 2009 13:22:06 +0000 http://alephblog.com/?p=2051#comment-23406 Following up on the valuation question, my experience has been that the relative plenty/lack of attractive absolute valuation opportunities is a pretty good market timing indicator, especially when one factors in the point that the optimal timing for any given investment style/portfolio may be somewhat different than for the broader, capitalization weighted U.S. or international market. Following up on the valuation question, my experience has been that the relative plenty/lack of attractive absolute valuation opportunities is a pretty good market timing indicator, especially when one factors in the point that the optimal timing for any given investment style/portfolio may be somewhat different than for the broader, capitalization weighted U.S. or international market.

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