Sizemore Insights

By Charles Lewis Sizemore, CFA
It’s ‘all a bit upside down’ on market reactions to inflation outlook from CNBC.   Right now, it’s all about bond yields. The U.S. market has been extremely expensive by historical standards for several years now. Throwing out one popular valuation metric, the 10-year CAPE is sitting at 1998 levels. By some metrics (median price/sales ratio,...
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The following is an excerpt from 7 Dividend Achievers With Big Income Potential There is an old Wall Street maxim that the safest dividend is the one that’s just been raised. Which is why if you’re not familiar with Dividend Achievers, you should be. You can always find that occasional company that continued raising its dividend...
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I always try to read everything that Jeremy Grantham’s GMO publishes, but I somehow missed this one until it was republished on Meb Faber’s Idea Farm. Good stuff: Don’t Act Like Stalin. Lot’s of good takeaways (as always). GMO’s main point was that chasing recent performance is a game you can’t win. All good strategies (and...
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I know Bitcoin is back to over $10,000, but this is still hilarious.
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Ladies, if your man was acting weird last night we got your answer A post shared by StockTwits (@stocktwits) on Feb 15, 2018 at 12:35pm PST
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