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Cory’s Chart Corner
Sounds like he's saying big FAT sustainable dividends lie near the bottom. Yummy!
Samantha LaDuc @SamanthaLaDucPaul 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_________________________
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Monthly Archives: March 2024
RIP Daniel Kahneman
My heart is heavy today because of Daniel Kahneman’s death. Dr. Kahneman was a wisdom mentor for me and many others, and his teachings on money management and investing will always illuminate. Michael Lewis’s 2017 book The Undoing Project discusses … Continue reading
Rosenberg: business cycle update 2024
Economist, David Rosenberg reveals the potential for significant economic downturn and wealth erosion in 2024. With an uncanny blend of humor and insight, he exposes the misleading job reports, the phantom strength of the housing market, and the precarious position … Continue reading
Spring market demanding more realism
Nationally, the average Canadian home sale price in February 2024 was $719,400, -11.9% from the cycle peak of $816,720 in February 2022. Year-to-date, sixty percent of homes in the Greater Toronto Area sold below their asking price, 71% in Vancouver, … Continue reading
