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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: March 2024
Grantham: US stocks top 1 percent most expensive in history
Jeremy Grantham’s latest update is available and worth reading on the GMO website. He points out that the current Shiller PE over 34 for the S&P 500 represents the most expensive 1% of all historical incidents. It has happened at … Continue reading
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Apartment defaults highest in a decade
Nick connects the dots very well in this segment. Similar trends are happening in Canada, too. Apartment landlords around America are going into default on their mortgages at decade-high rates, suggesting that the Commercial Real Estate Crash is going to … Continue reading
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Danielle’s biweekly market update
Danielle was a guest with Jim Goddard on Talk Digital Network, talking about recent developments in the world economy and markets. You can listen to an audio link of the segment here.
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