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Latest Insights on POLY

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 April 17, 2019 by Ted Bauman U.S. Economy, Winning Investor Daily 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 March 7, 2019 by Brian Christopher Investment Opportunities, Real Estate, Winning Investor Daily 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 February 21, 2019 by Charles Mizrahi American Investor Today, Investment Opportunities 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 February 18, 2019 by Michael Carr Currency, Government & Politics, Winning Investor Daily 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 February 8, 2019 by Ian King U.S. Economy, Winning Investor Daily Both sides of the aisle finally agree on one thing: Debt and deficits no longer matter.

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