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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
Daily Archives: September 9, 2010
Roubini speaking in Toronto yesterday about Canada's economy
Economist Nouriel Roubini did some Q & A at a conference in Toronto yesterday. He was asked specifically about Canada's economic prospects and the Canadian dollar. Apparently he does not see the Canadian economy fully decoupling from the relapse in … Continue reading
Infastructure investment needs more than a 50B lip service
This week President Obama outlined his plan for recovery going forward which includes a plan to spend $50 billion on infrastructure investment. This is the right theme but the wrong quantum. Bailing out badly managed financial institutions and propping up … Continue reading
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