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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: July 2010
Stephen Roach on the long road back to economic growth
Former Morgan Stanley Asia chief, Stephen Roach is now back in the US for a position at Yale. He talked to the Wall Street Journal this week about the risks of double dip, the reality of a slow recovery and … Continue reading
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Solvency crisis threatens global stability
A recent report by ING concludes that a fully-fledged disintegration of the euro zone would cause the worst economic crisis in modern history and could devastate every country in Europe. The trouble is even allowing the club-med countries to exit … Continue reading
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Empathy is everything
This is an incredible teaching medium both content and presentation. Hat tip: Barry Ritholtz
