John Mauldin
CMG Capital Management Group CEO Steve Blumenthal was in New York Tuesday to meet with good friend John Mauldin and to attend a special event in tribute to George Gilder’s “A New Information Theory of Money” at the Princeton Club. Steve also got to meet with Steve Forbes at that event (see picture below).
John Mauldin’s latest “Outside The Box” begins like this:
“A recurring theme in my letters is the various ways in which we can go about determining valuations for stocks and other investments. My good friend Steve Blumenthal has gathered a number of charts from various authorities showing different ways to look at valuations for today’s US stock market. He topped it off with some very good estimates of forward-looking returns on total US equity portfolios. He is not arguing to get out but rather to be aware of where we are and to temper your expectations for the future. Steve writes in an easy, fluid style that I think you will enjoy as this week’s Outside the Box.”
Read the full story: John Mauldin “On My Radar”
