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Cory’s Chart Corner
Sounds like he's saying big FAT sustainable dividends lie near the bottom. Yummy!
Paul Tudor Jones in an Interview with Patrick Oshaughnessy sums up and connects the valuation pieces of the overall market well:
“We’re 252% of stock market cap to GDP. In 1929 we were 65%. In 1987 we got to ~85-90%. In 2000, 170%.
If you think about the periodicity of
Monthly Archives: November 2007
Number one most important thing for investors to remember
Yesterday The New York Times reminded readers of a key point that I spend a lot of my time preaching to people: “bankers on Wall Street describe themselves as being in the moving and not the storage business. They make … Continue reading
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The Big Bath and other familiar Wall Street themes
In their wide-spread perfection of off-book accounting fraud, US financials are making ENRON executives look like a haggle of harmless school kids. Yesterday Citigroup became the next big player to announce a “shocking” reversal of fortune quantifying the leading edge … Continue reading
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My interview with Victor Adair at the Canadian Resource Conference
Thanks to Victor Adair and Howe Street for taking the time to chat with me about Juggling Dynamite at the Canadian Resource Conference in Toronto Oct 22:
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