The Compound and Friends
What if the cost of capital never rises again? (Josh with Ben)
Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks.
Ben Carlson (A Wealth Of Common Sense) brings up some interesting points about what this would mean for savers and investors and portfolio construction in general.
You can read the post, When Everything That Counts Can't Be Counted here:
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