It seems every year, Vitaliy believes we have finally reached the peak of crazy, only to be proven wrong the next year. The stock market and thus index funds, just like real estate, have only gone one way – up. You don’t have to be a stock market junkie to notice the pervasive feeling of euphoria. Vitaliy shares how he invests when most if not all asset classes are very expensive.
You can read this article online here: https://contrarianedge.com/how-to-invest-when-theres-nowhere-to-hide/
Why Do I Write a 27-page Letter To Clients link here: https://contrarianedge.com/why-do-i-write-a-27-page-letter-to-clients/
Part 1 from the Fall letter: https://contrarianedge.com/this-holiday-will-mr-market-eat-too-much-pi/