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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: June 25, 2019
Consolidation has rendered a self-defeating system
After rising sharply between 1984 and 2000, US productivity gains have weakened since, averaging less than 1% a year since 2013–the lowest since 1980-84 (source: Hoisington Management) After 20 years of industry consolidation we have enabled a self-defeating economic system. … Continue reading
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