Follow
_________________________
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
Author Archives: Danielle Park
Shilling: expecting recession throughout 2021
As we covered in our client letter for August on Monday, central banks can pump money into financial intermediaries and buy some securities to increase cash in the system but they cannot force lending nor productive investment through the economy. … Continue reading
Posted in Main Page
Comments Off on Shilling: expecting recession throughout 2021
Cost-cutting is a necessity with many legs
The COVD-19 shock is unfolding in phases. The first was the global shutdown and market collapse into the end of the first quarter. The second was a bounce in economic data and asset prices into the summer as central banks … Continue reading
Posted in Main Page
Comments Off on Cost-cutting is a necessity with many legs
Engineering the Future of Food
A new Netflix documentary, A Life on Our Planet, features naturalist Sir David Attenborough encouraging people to cut down on meat to help the planet: “We must change our diet. The planet can’t support billions of meat-eaters. If we had … Continue reading
Posted in Main Page
Comments Off on Engineering the Future of Food
