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CHART OF THE DAY: The Biggest Driver Of Equity Returns Since 1970 – Business Insider
CHART OF THE DAY: The Biggest Driver Of Equity Returns Since 1970 Dylan Grice, Societe Generale’s eloquent investment strategist and author of the Popular Delusions note, just introduced his “Quality Income Index.” His thesis is pretty straightforward: Invest in high quality companies with sustainable dividends. Here’s one of the key charts from his report. It [...]
Although a far cry from record levels, insiders are stepping up again
For the first time in nine months, insiders are buying more stock than their statistical norm as measured by our friends at the Washington Service. This generally bodes well for portfolio results a few weeks to months out.
Miserable May bodes well for the future
Although the S&P is down nearly 10% from it’s April highs, I’m more optimistic than I’ve been in some time. Low interest rates really appear to be a long term fixture and not a financially engineered aberration. The REAL risk free rate of return is really quite low and based on the DCF model, many, [...]
