InsideArbitrage May 2026 Mid-Month Update - Portfolio Rebalancing
In our May 2026 Special Situations newsletter I wrote that the current market feels very much like 1999 and we were trading at extremely stretched valuations whether we compared the U.S. to global markets or used various metrics like Buffett’s favorite ratio Market Cap/GDP.
Since then, the S&P 500 is up another 3% and is up more than 25% over the last ye…
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