Saturna Capital has an interesting take on the calculation of the Graham / Shiller PE10, otherwise known as the Cyclically Adjusted Price Earnings ratio (CAPE). Saturna argues that The Market May Be Cheaper Than It Looks because the Consumer Price Index (CPI) provided by the Bureau of Labor Statistics (BLS) understates the true rate of inflation, a key [...]
Posts Tagged ‘CAPE’
Graham / Shiller PE10 calculated using Shadowstats’ CPI
Posted in About, Stocks, Value Investment, tagged CAPE, Shiller PE10 on August 27, 2010 | 13 Comments »
US CAPE and Tobin’s q chart to 31 March
Posted in About, Value Investment, tagged CAPE, Tobin's q on June 17, 2010 | 1 Comment »
Smithers & Co. has updated its calculations for US market valuations according to cyclically-adjusted price earnings (CAPE) and Tobin’s q. CAPE is the Graham PE10, of which I am so fond. Tobin’s q compares the market value and replacement value of the same physical assets. Here’s Smithers & Co.’s chart: Says Smithers & Co. of the [...]
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