5 Comments

My best read of the day. Especially loved the Nuanced Valuation model. Thanks, Callum!

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Love the Valuations Extreme Inflection points graph. Could you include the 8 peaks and 12 troughs histories as dotted faint lines. Averages just kill so much information. Cheers!

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Great write up.

Would have appreciated your thoughts on where various markets are in the cycle chart

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This was very informative and a nice little change for a week. Good work Callum

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As a subscriber may I have permission to snip a chart to use in one on one review meetings for educational purposes with full credit/sourcing to you/your Substack?

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