Market Reset: A 6% Risk-Free Rate Could Mean A 15x P/E For The Market
· seekingalpha.com
Monetary dislocation and geopolitical shocks are driving yields higher, pressuring long-duration equities and sectors lacking pricing power or net cash. Read the full analysis now.
The equity market should reset valuations, whether it's in slow motion, i.e., stagnation, or in a sharp correction; it's anyone's guess. But what seems clear is...