El-Erian Warns Investors "Stop Worrying About Return On Capital, Start Worrying About Return Of Capital"
By Herman James / November 18, 2021 / marketsanity.com / Article Link
Zero Hedge, Released on 11/18/21
Investors should keep an eye on the risk of an abrupt shift from a relative valuation market mindset to an absolute valuation one, or an environment in which you stop worrying about the return
El-Erian Warns Investors "Stop Worrying About Return On Capital, Start Worrying About Return Of Capital" added by Herman James on 11/18/2021View all posts by Herman James ?+'
Recent News
Base metals outlook for 2026 opaque after decent rise last year
January 07, 2026 / www.canadianminingreport.com
Gold and silver stocks far outpace the major markets
January 07, 2026 / www.canadianminingreport.com
Bank of Japan boosts rates, continuing an unwinding carry trade
December 22, 2025 / www.canadianminingreport.com
Gold stocks outperform equity market slide
December 22, 2025 / www.canadianminingreport.com
Silver inventories rebound in UK, output from major producers rises
December 15, 2025 / www.canadianminingreport.com