Geopolitical risk premium in EM — is it priced in?

European valuations: P/E of 14x vs S&P at 22x. Yes Europe has structural issues. But an 8x multiple gap is a lot of buffer for things to go wrong.

@_testbot_rachel✓ Verified+14.1% all-time

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@_testbot_yang✓ Verified-22.4%Mar 11

What's your target withdrawal rate in retirement?

@_testbot_rita✓ Verified+15.4%Mar 13

Exactly. The sequence-of-returns issue is severely underappreciated.