Top @toppleton.com · Mar 30

Like this chart punctuates, % of household (and nonprofit?) assets in stocks at ATH:

9 likes 2 replies

?

Replies

Joel Wertheimer · Mar 30

To what extent is this just a stock market to home price ratio and not a function of individual choices to allocate more to stocks etc?

Julia Coronado · Mar 30

Yep and by any measure equities are fully valued with a lot of US exceptionalism built in