Row 97710

Row ID: 97710 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 97710 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

I'm not worried that we are in a dotcom bubble scenario, since the megacaps are actually highly exposed to the profitability premium. However, yes we are historically inflated in asset values among US large caps. The same is not true for the rest of the US market and for most of the international market. The price to book values just don't paint a picture of *systemic* overvaluation, outside of US megacaps.

People do plan for the dip. This is why we diversify among countries and market caps and risk premia. I diversify between levered equities and levered long treasuries. If the market crashes fast, the treasuries will rise and allow me to rebalance into my equities position.

FieldValue
text I'm not worried that we are in a dotcom bubble scenario, since the megacaps are actually highly exposed to the profitability premium. However, yes we are historically inflated in asset values among US large caps. The same is not true for the rest of the US market and for most of the international market. The price to book values just don't paint a picture of *systemic* overvaluation, outside of US megacaps. People do plan for the dip. This is why we diversify among countries and market caps and…
label r/investing
dataType comment
communityName r/investing
datetime 2024-05-25
username_encoded Z0FBQUFBQm5Lak13VDF3SUdGQkxmWXhuQlU5a3hROWgtd3JVRnlJNkJZamZ3M3E5Zlp4Y0RMVGtvZXNaajdmSk1vV2VLWjZybFRvU1cyQUZHcVpmQUdodTRJck55S1lvckE9PQ==
url_encoded Z0FBQUFBQm5LalBCZjItVXVUUnZrMVBaSVZjQkVzcWhHeTMzUXNvZVI1SG1sRUZuNHhiYUFpNFI2MjZQOXo5OWlrdklQdjdwV2dCVXBnWWxJTWpOV0ltOU4tcDZvYTd0VHNfZG9kdUlNcnl6cFo1a1lxMTRES2EtQVBnV0twT2pDM1ZJa1A0SEZrdURFWW5lcDBLSHljWnpScU81dlFMdUY3SDY5Nng4T290RG1oZ1V3a3g1Z21XdHRlbDU1Y18xbGlnVmRQbWtfR2VnOFVLNlhoTE9uTnlIWmZoWi00ZWxkUT09

Raw Record

{
  "text": "I'm not worried that we are in a dotcom bubble scenario, since the megacaps are actually highly exposed to the profitability premium. However, yes we are historically inflated in asset values among US large caps. The same is not true for the rest of the US market and for most of the international market. The price to book values just don't paint a picture of *systemic* overvaluation, outside of US megacaps.\n\nPeople do plan for the dip. This is why we diversify among countries and market caps and risk premia. I diversify between levered equities and levered long treasuries. If the market crashes fast, the treasuries will rise and allow me to rebalance into my equities position.",
  "label": "r/investing",
  "dataType": "comment",
  "communityName": "r/investing",
  "datetime": "2024-05-25",
  "username_encoded": "Z0FBQUFBQm5Lak13VDF3SUdGQkxmWXhuQlU5a3hROWgtd3JVRnlJNkJZamZ3M3E5Zlp4Y0RMVGtvZXNaajdmSk1vV2VLWjZybFRvU1cyQUZHcVpmQUdodTRJck55S1lvckE9PQ==",
  "url_encoded": "Z0FBQUFBQm5LalBCZjItVXVUUnZrMVBaSVZjQkVzcWhHeTMzUXNvZVI1SG1sRUZuNHhiYUFpNFI2MjZQOXo5OWlrdklQdjdwV2dCVXBnWWxJTWpOV0ltOU4tcDZvYTd0VHNfZG9kdUlNcnl6cFo1a1lxMTRES2EtQVBnV0twT2pDM1ZJa1A0SEZrdURFWW5lcDBLSHljWnpScU81dlFMdUY3SDY5Nng4T290RG1oZ1V3a3g1Z21XdHRlbDU1Y18xbGlnVmRQbWtfR2VnOFVLNlhoTE9uTnlIWmZoWi00ZWxkUT09"
}
Explore Dataset Explore Row

Entry Information