"At 1:40 AM (this morning), I posted Eight Reasons a Financial Crisis is Coming."
Two days ago I responded why your 8 reasons are symptoms, and not the cause, to which you won't respond.
This current hogwash will also be proven wrong because, simply state, simple models like CAPE (with incomplete data) are always wrong. What may prove to be the lost decade is gold, whose religious-like BELIEVERS where sold the snake oil that gold would necessarily rise because of QE. What these believers (not traders) failed to understand is the world is much bigger than just the USA, and just because the banks got more-than-free-money does not mean there were credit-worthy borrowers or US entities that wanted to borrow (other than to buy back stock). Gold will rise again when confidence collapses, but it will likely take at least a decade to eclipse the 2011 high.
I will answer your THEORY about a lost decade for stocks with a simple question that has gone unanswered - where is the over $80 trillion in global investments going to go when the govt bond bubble officially pops?
Bonus questions 1: what asset class is big enough to absorb the flows and has less risk when the govt bond bubble pops (and actually has collateral)?
Bonus question 2: does the CAPE model, or any other model upon which you rely, comprehend the last time there was a sovereign debt crisis?