Is Facebook Worth Its Current Price?

by John Coumarianos All assets are worth the present value of their future cash flows. Even if you haven’t been to business school and heard this financial theory, you probably have some intuitive sense that if you buy a piece …

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U.s. Banks And 2 & 10-Year Yields

via Slope of Hope During the past year, or so, U.S. 2-Year Treasury Yields have shot up sharply, in comparison with 10-Year Yields, as shown on the following weekly price comparison chart and percentage comparison chart. The next (longer-term) percentage comparison chart shows the weakness that ensued in the SPX when …

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China – A Dangerous Combination

#ChinaSlowing Updated with data for June 2018. – China Money Supply M1 YoY 18M lag (orange) – China 10 Year Govt Bond Yield (light blue/green) – $CNYUSD #CNYUSD (blue) – LME Copper Grade A USD per Metric Tonne (pink) Hello …

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Maybe This Is Just The Start For China?

“We have seen strong indications that Beijing could be shifting from mere policy-easing measures to a new round of stimulus to avert a credit squeeze and economic growth slowdown,” https://buff.ly/2JCq4fs h/t @StockBoardAsset

REAL ESTATE TO GOLD RATIO

Two tangible “assets” independent of #dollar value show that despite record high real estate prices (in $USD), when priced in gold, real estate is quite below the mean. How many ounces of gold it requires to buy the median priced …

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Is the US on the Road to Dictatorship?

by Daniel Carter The United States is often viewed as having a political system that is most contrary to dictatorship. It is governed by the many and is the only country to explicitly guarantee rights such as freedom of speech and …

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Almost 70% of millennials regret buying their homes.

https://www.cnbc.com/2018/07/18/most-millennials-regret-buying-home.html Disclaimer: small sample size Article hits some core tenets of personal finance when buying a house. Primarily: 1) Do not tap retirement accounts to buy a house 2) Make sure you account for all costs of home ownership, not …

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