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[122] "Committee on Tax Evasion," 27th Annual Meeting, 5
Though we have seen a rally post-election, many are concerned that the rally is long in the tooth and so want to rotate out of traditional long-only or long-biased long/short strategies, into market neutral approaches. For instance, cyclically-adjusted measures of US equity valuation (such as the Shiller PE) have reached high levels as corporate profits make up a vast share of the US economy
Just make sure to use just enough pressure to get the job done
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