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multiple expansion
Equity multiples growing at fastest rate since dot-com bubble
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The US market’s advance is predicated on multiple expansion
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On predicting the US and European cyclical economic outlook
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On Europe’s lower multiples
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On US equities’ multiple expansion
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Thoughts on the Dow high and a look back at the market bottom in 2009
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Jeremy Grantham on investing in US when long-term growth is lower
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Predicting major correction in 2013 as contrary indicators are mostly bearish
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David Rosenberg on Why David Tepper is Wrong
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Getting bearish again
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