Follow
_________________________
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: June 5, 2019
The economic hits keep coming
Let’s see…we have semiconductor sales down 24% since October and oil prices (WTI) down 20% since April, the most negative yield spreads between 7- to 10-year bonds and their 1-to 3-year counterparts since the tech bubble, a contraction in global … Continue reading
Posted in Main Page
Comments Off on The economic hits keep coming
Canadian banks not taking prudent reserves for rising impaired loans
Canadian financials make up 34% of the TSX composite index and are similarly overweight in most Canadian equity funds, managers and portfolios. The end to a decade long commercial and household credit boom has broad implications for Canadian lenders, borrowers, … Continue reading
Posted in Main Page
Comments Off on Canadian banks not taking prudent reserves for rising impaired loans
Rate cuts resuming in 2019, but Oz is no more
Yesterday, as stocks celebrated odds of US Fed rate cuts in 2019, a World Bank report reduced its semi-annual forecast for global growth to 2.6%–from 2.9% at the start of the year—and slashed its forecast for growth in trade to … Continue reading
Posted in Main Page
Comments Off on Rate cuts resuming in 2019, but Oz is no more
