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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: August 31, 2026
The Ugly Truth About Debt
Our August month-end client letter explores the history and compounding ramifications of various deficits and debt levels across countries. ‘Easy money’ most often turns out to be a curse. US public debt just crossed $40 trillion, but the country is … Continue reading
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