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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
Transitioning to sustainable life: no miracles needed and no time to waste
Current estimates are that we have six years to solve 80% and eleven years to solve 100% of the air pollution, climate & energy security problems caused by fossil fuels and bioenergy. We cannot afford to waste time and money … Continue reading
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Equity outflows as layoffs rise and baby boomers draw down savings
Looking beneath the glossy marketing of investment products and their promoters is essential to managing our savings prudently. In the discussion below, Mike Green explains the nuts and bolts of the current long-always system and how it threatens financial strength … Continue reading
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Markets not priced for downturn in real estate
Historically, downcycles in real estate have led to the harshest economic downturns. This cycle is global and highly interconnected. Charlie Bobrinskoy, Ariel Investments vice chair and head of the investment group, joins ‘The Exchange’ to discuss the ripple effects of … Continue reading
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