“If you can get a dividend higher than the yield on ten year debt, it’s an opportunity we haven’t seen in our lifetime. On a five year horizon, investing in large multinationals with high dividends will have a large payday” said Lawrence Fink, CEO of Black Rock.
Author Archives: DougD
“Every attempt to make war easy and safe will result in humiliation and disaster,” said the Civil War General, William T. Sherman.
First and foremost, thank you for what you do. The small cost of this newsletter pays for itself a thousand times over. My returns mimic those of your portfolio for the year and for that I am grateful. The only suggestion I would offer is to keep doing what you are doing. It is people […]
I just wanted to send my thanks for creating such a wonderful newsletter. It is very hard in today’s world to sift the wheat from the chaff. The reason I am reaching out today is that a few days ago John came out with a piece regarding other newsletters. I have been following you for […]
“Some people spend an entire lifetime wondering if they’ve made a difference. The Marines don’t have that problem,” said the late President, Ronald Reagan.
“We can lead, but we cannot carry,” said Mike Ryan, chief investment strategist at UBS, about America’s role in the global economy.
“The next leg of the bull market is going to have to be a fundamental leg, not a liquidity leg, and investors are in a little bit of a malaise trying to figure that out,” said Anthony Scaramucci of Skybridge Capital.
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty,” said the late British Prime Minister, Winston Churchill.
“Almost all asset markets are bubbles and mispriced,” said Bill Gross of bond giant PIMCO.
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“Sometimes we stare so long at a door that is closing that we see too late the one that is open,” said Alexander Graham Bell, inventor of the telephone.
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