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...
There Has Been a Disturbance in the Force…
After being up around 30%-50% last year, foreign/emerging value is up another 15-20% this year. You're seeing the narrative shift with advisors a bit,...
Tax Day Tradition
Our annual tradition on Tax Day is to help our followers go find money they're owed!
Over the years we've found millions and millions....all...
