CAPE Round-Up

There was a lot of good content on the use of CAPE as an indicator this week and that brought out some older analysis as well.  Here’s a round-up just in case you didn’t have time to read it all:

• The Mystery of Lofty Stock Market Elevations – Robert Shiller

• The Stock Market’s Missing Ingredient – Barry Ritholtz

• An Old Friend: The Stock Market’s Shiller P/E – Cliff Asness

• on Bob Shiller and CAPE – Marginal Revolution

• UNDER WHAT CIRCUMSTANCES SHOULD YOU WORRY THAT THE STOCK MARKET IS “TOO HIGH”? – Brad Delong

• Shiller CAPE Market Valuation: Terrible For Market Timing, But Valuable For Long-Term Retirement Planning – Michael Kitces

• Fixing the Shiller Cape – Philosophical Economics

• More Thoughts on the CAPE and Valulations – Me

Enjoy.