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
China hope and hype driving commodity prices–mean reversion due
Good discussion (I missed this at the end of September). The same speculative forces drove prices far above fundamentals in 2007-08 and 2010-11 before they collapsed. We are there again. Leland Miller, China Beige Book International CEO, provides insight into … Continue reading
Posted in Main Page
Comments Off on China hope and hype driving commodity prices–mean reversion due
Canada unprepared for the payback period
The thing about economic expansions is that people are supposed to work, pay down debt and build up savings, so that they can ride out the economic downturn that follows. Canadians have done the opposite over the past 8 years, … Continue reading
Posted in Main Page
Comments Off on Canada unprepared for the payback period
Danielle on This Week in Money
Danielle was a guest with Jim Goddard on This Week in Money, talking about recent developments in the markets and world economy. You can listen to an audio clip of the segment here.
Posted in Main Page
Comments Off on Danielle on This Week in Money
