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We need to have a talk about earnings and valuations. That’s because the health of the U.S. corporate sector is based on an illusion … one that’s about to evaporate. Corporate Earnings Are All a Big Lie We need to have a talk about earnings and valuations. That’s because the health of the U.S. corporate sector is based on an illusion … one that’s about to evaporate.
2 Commercial Real Estate Stocks With Big Dividend Yields I met with a group of well-connected folks in the world of commercial real estate. It was fitting to be talking about building while surrounded by some of the most beautiful real estate I’ve ever seen.
Investors Should Follow Superstar CEO Ed Breen Into DowDuPont A great CEO who knows how to allocate capital properly is a shareholder’s dream. And Charles Mizrahi has found one worth betting on today.
Advocates of Modern Monetary Theory argue that we just pay for things by printing money. Then we make debt go away. Why Modern Money Theory is Bad for the Economy Advocates of Modern Monetary Theory argue that we just pay for things by printing money. Then we make debt go away.
Both sides of the aisle finally agree on one thing: Debt and deficits no longer matter. Modern Monetary Theory: Debt’s New Justification Both sides of the aisle finally agree on one thing: Debt and deficits no longer matter.

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