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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_________________________
Danielle’s Book
Media Reviews
“An explosive critique about the investment industry: provocative and well worth reading.”
Financial Post“Juggling Dynamite, #1 pick for best new books about money and markets.”
Money Sense“Park manages to not only explain finances well for the average person, she also manages to entertain and educate while cutting through the clutter of information she knows every investor faces.”
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Author Archives: Danielle Park
Canadian household insolvency deferred but growing
Douglas Hoyes, licensed insolvency trustee and co-founder of Hoyes, Michalos & Associates, joins BNN Bloomberg to provide his forecast for Canadian insolvencies. He notes, a second wave of COVID-19 and taxes due on CERB benefits could result in a gradual … Continue reading
Condo in the coal mine
Plunging rents and rising vacancies are a bad combo for levered owners. Toronto’s thriving housing market is beginning to show signs of strain, particularly in a condo segment suddenly flooded with new listings. September data from the Toronto Regional Real … Continue reading
Myths about corporate taxes and the truth about growth
This 20-minute primer from John Hussman was done in 2017 as the Trump tax cuts were promising to boost economic growth and make America great (er). As Hussman and other math-lovers predicted, the policies were doomed from inception, and have … Continue reading
