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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
Author Archives: Danielle Park
ReThinx update: Rapid total energy transformation underway
We’re on the cusp of the most profound disruption of the energy sectors in over a century. We’re not facing a slow energy transition, we’re facing a rapid and total energy transformation and it’s already begun. The disruption is inevitable … Continue reading
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DiMartino Booth on a ‘generation of painful liquidations’
Thinking people know that present financial conditions are a train wreck in motion and controlling our own behaviour is the most valuable risk management available. An excellent essay from former Fed-insider, now independent analyst, Danielle DiMartino Booth, is a helpful … Continue reading
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Roach: America’s coming double dip
Economist Stephen Roach’s latest piece in Project Syndicate is worth reading, see America’s coming double-dip. The fallout will not be contained in America. Here’s a taste: The daunting history of the US business cycle warns against complacency. Double dips – … Continue reading
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