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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: June 2024
Mindless capital allocation leads to bad investment outcomes
Mindless capital allocation leads to wasted resources and bad investment outcomes. We’ve just come through a decade of some of the dumbest financial choices in history–that’s been very expensive. In the midst of a housing supply crisis, thousands of condos … Continue reading
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Recession impacts on employment and financial markets
Ted Oakley interviews Danielle DiMartino Booth on recession, interest rates, and markets.Here is a direct video link.
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Cost-cutting in focus
Some facts on the ground… Cutting Costs – Corporate Mentions of “Operational Efficiency” Spike — DiMartino Booth via Fox Business News. Here is a direct video link.
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