Group 1 - The article discusses the implications of elevated P/E ratios in the equity market combined with low volatility, suggesting potential investment opportunities [1] - Sensor Unlimited is highlighted as a contributor to the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [1] - The group offers two model portfolios aimed at different investment strategies: one for short-term survival and another for aggressive long-term growth [1] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade analyzing the mortgage market, commercial market, and banking industry [2] - The focus areas of Sensor Unlimited's research include asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [2]
High P/E And Muted Volatility: Buy Put Options
Seeking Alpha·2025-09-23 17:49