The CAPE Topics

An alphabetical, annotated listing of the financial planning topics that arise in the CAPE research.

(Note: This page is under construction - topic annotations will be developed as time permits. To read a fairly concise explanation of the topic of CAPE ratios visit this webpage.)

Buy And Hold (BNH)

Cyclically Adjusted Price Earnings Ratio (CAPE), Variations, Refinements

Efficient Market Hypothesis (EMH)

Forecasting Stock Market Returns

Market Cycles - Secular, Cyclical

Market Timing

Modern Portfolio Theory

Random Walk Theory

Risk Profile (i.e. the investor's time horizon, risk tolerance, risk capacity & risk utility)

Safe Withdrawal Rates (for retirees)

'Sequence of Returns' Risk

Strategic Asset Allocation (SAA)

Tactical Asset Allocation (TAA)

Volatility Drag

(Researchers - have I overlooked any??)