{"id":3993,"date":"2023-07-26T12:17:00","date_gmt":"2023-07-26T12:17:00","guid":{"rendered":"https:\/\/flooidstaging.com\/ambit\/?post_type=newsletter&#038;p=3993"},"modified":"2026-06-30T05:11:09","modified_gmt":"2026-06-30T05:11:09","slug":"know-the-now-market-resilience-cycle-evolution","status":"publish","type":"newsletter","link":"https:\/\/flooidstaging.com\/ambit\/newsletter\/know-the-now-market-resilience-cycle-evolution\/","title":{"rendered":"Know The Now &#8211; Market resilience &amp; cycle evolution"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">It\u2019s been a terrific rally. Turning bullish in June 2022 (see Know the Now, \u201cTime to Buy?\u201d &#8211; July 22), and reiterating our bullish call in late March 2023, we focus this month on rally characteristics and positioning. We generate a predicted P\/E using an interest rate driven regression model. The predicted P\/E is currently 22.1, while the actual P\/E is 23.2, implying markets are now marginally above fair value.<\/p>\n","protected":false},"author":7,"featured_media":0,"template":"","meta":{"footnotes":""},"newsletter_category":[7],"class_list":["post-3993","newsletter","type-newsletter","status-publish","hentry","newsletter_category-global-private-client"],"acf":[],"_links":{"self":[{"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/newsletter\/3993","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/newsletter"}],"about":[{"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/types\/newsletter"}],"author":[{"embeddable":true,"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/users\/7"}],"version-history":[{"count":2,"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/newsletter\/3993\/revisions"}],"predecessor-version":[{"id":3995,"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/newsletter\/3993\/revisions\/3995"}],"wp:attachment":[{"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/media?parent=3993"}],"wp:term":[{"taxonomy":"newsletter_category","embeddable":true,"href":"https:\/\/flooidstaging.com\/ambit\/wp-json\/wp\/v2\/newsletter_category?post=3993"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}