A Few Things I Learned Today
A few things I learned today:
1. Being born blind completely abolishes the risk of developing Schizophrenia.
2. If Paul Revere took his midnight ride this...
The Story Behind Investing in America
For those that would rather listen, here's the podcast version...Pick up a copy on Amazon or bulk copies on Itasca (there are bulk discounts of 33% and 50%...
Tom Lee Podcast
Tom Lee (@fundstrat) came on the podcast and dropped one stat after another. Here's what we covered: • Why the market shrugged off war...
Taiwan vs. China
via
@SchrodersUS
https://theideafarm.com/markets/schroders-equity-lens-5/
Global CAPE Ratios
Fun chart on global CAPE Ratios vs. future returns...
You can find our quarterly updates here on the Idea Farm too.
The Hard Money Has Been Made
If I hear a talking head say, "the easy money has been made" one more time, I might lose it.
If it were so easy:
-Why...
The S&P 500 Dividend Yield Just Hit An All-Time Low
The S&P 500 dividend yield just hit an all-time low of 1.08%, the lowest since the 1800s.
The prior low was 1.1% in 2000....
Sam Hartzmark on Dividends
Sam Hartzmark may be the most knowledgeable person on irrational investor behavior related to dividends. Last week, he joined me on the podcast to...
