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!
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?
My best read of the day. Especially loved the Nuanced Valuation model. Thanks, Callum!
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!
Great write up.
Would have appreciated your thoughts on where various markets are in the cycle chart
This was very informative and a nice little change for a week. Good work Callum
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?