Three Things – The Good Enough Portfolio

TalkMarkets - Sun, 11/02/2025 - 10:12
Expectations for U.S. stocks (mainly U.S. tech) are very, very high. Historically, stocks have been about 15-20 year instruments by this metric so 24 is getting up there.

Stock Valuations Are The Most Deviated They've Ever Been In History

TalkMarkets - Sun, 11/02/2025 - 09:55
The bull rally marches on, and looks poised to continue through the end of the year.

The Largest Asset Class In The World Just Collapsed

TalkMarkets - Sun, 11/02/2025 - 09:36
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class.

When Regulation, Not Capitalism, Creates Fake Jobs

TalkMarkets - Sun, 11/02/2025 - 09:25
From an Austrian perspective, most “fake jobs” appear precisely where the market test is suspended by government intervention, where profit-and-loss signals are muted, and where coercive funding shields inefficiency from discovery.

A Lack Of Very Cheap Oil Is Leading To Debt Problems

TalkMarkets - Sun, 11/02/2025 - 09:10
Economists, actuaries, and others tend to make forecasts as if whatever current situation exists will continue indefinitely or will perhaps improve a bit.

High Dividend 50: Plains All American Pipeline, L.P.

TalkMarkets - Sun, 11/02/2025 - 08:48
The company’s annual dividend is $1.52 per share. At its recent share price, the stock has a high yield of 8.9%.

Income Opportunities In Precious Metals

TalkMarkets - Sun, 11/02/2025 - 08:23
A deep dive into the world of mining, precious metals, and digital currencies — revealing insights every serious investor should know right now.

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