Secular inflation is here

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Aggregate dividend yield of S&P has been in a downtrend for many years anyway.

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REinv is complete hyperbole, he does not have any stock or real estate investment experience and he is challenging all 25+ years real estate and stock investors like you.

You can confidently deny his statement as that is correct always.

The highlighted was a trigger to me. When rate hike environment, stock prices are coming down that increases yield naturally. I do not deny some dividends are cut, but yield must increase as it always goes in relation with market rates.

Here is the proof how S&P dividends are. On all recession periods dividend Yield are always increase

Source: S&P 500 Dividend Yield by Year - Multpl

He is complete doom and gloom !

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There’s not that many on unemployment, and they transition off it pretty well right now. The issue is a smaller percent are participation in the workforce. I’m not sure how we get more to participate. We need to address it though. Childcare is probably one of the biggest issues.

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Increased automation. Thought many would become unemployed because of automation. The opposite has happened?

No need for them to participate. From what I heard are mostly above 50 years old, let us enjoy life :slight_smile: Just automate more.

This one need to go back to old fashioned values. Grand parents take care of the young children or one of the parent stops work. Counter the attitude of going all-out for your passion, promote pro-creation and parenthoods as top priority.

There’s not enough automation. That’s why companies cave to offer more pay to hire workers. Worked are still needed.

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You are showing percentage dividend yield. It increases of course because stock prices plummet in recession. On dollar basis dividends shrink too because earnings on dollar basis shrink. Stop behaving like an amateur.

You do not understand what you write?

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Not nearly as much as share price. Never is. Look at 2008-2009.
Edited to say - peak to trough, inflation adjusted, was -22%.
This chart also illustrates the effect of recent inflation on yields.

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All is not well with Britain. Market is calling the Thatcher-wanna-be’s bluff. Maybe they should put someone who knows a bit more economics there.

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Careful of @manch who like to misquote other and out of context :-1:

JPow manages to deflate all except wages. According to another old man also called Jeremy, wages are in a catch up mode, so is ok, no need to depress it.

I am confused. Which Jeremy is correct?

An economist said mathematically inflation would be zero in Apr 2023. Mr forum economist, aka @manch, do you agree?

Lumber down to near $400

Jeremy James Siegel does not hold any accountability, except his integrity…blah blah. Even if he is right on something, we can not use it. It is a non issue.

Why doubt? It is work of Jpow team as a whole to make it happen. Until that team is satisfied, all needs to go through this cycle.

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I was just at PetSmart. Lets all hope the CPI doesn’t include goldfish - which just jumped 22%.

I was at Fleming’s Santa clara yesterday - an upscale steakhouse. The place was absolutely packed with people waiting to be seated. It was a mix crowd - social and corporate. And this was on a Tuesday evening, unbelievable !

It could be the Tuesday special! Something like 135 for 3 courses.

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My hockey skate sharpening jumped from $7 to $10. They really should have gradually increased instead of the big jump. Custom skates were $1000 now they are $1200.

Jokers.

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