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Even last week’s GDP report showed inflation is accelerating.

Based on recent increases in equity prices, I question if the changing relationship between stocks and bonds is being adequately considered by investors.

Nevertheless, in my opinion, the risk associated with equity overvaluation remains significant.

I continue to believe my opportunity set is the most expensive it’s ever been, with prices well above levels that can be justified using realistic assumptions.

Total compensation rose 2.5% over the past twelve months.” “U. August S&P Core Logic Home Prices rise 5.9%” “Oil Extends Two-Year High as Investors Eye OPEC Extension” “Rent is Eating Up a Record Share of Americans’ Disposable Income” “Hot Labor Market Seen in Dallas Fed Manufacturing Markets” “U. Companies Add Most Workers in Seven Months” “Why the Biggest Metals Rally of the Year May Have More to Run” “NJ Transit is Missing .4 Million in Fares From Worker Shortage” “We have plans in place to respond to the approximate 8% per ton increase in manufacturing costs…increases were driven by increased labor, employee benefits and depreciation costs…” Oil-Dri conference call.

“So the whole impediment…is labor and I think you may have witnessed this in the new home construction site where the demand is very strong and basically labor constraints in general are inhibiting the natural growth that could take place.” Pool Corporation conference call.


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