1.Stockmarket return drivers
-dividends = consistent but declining
-earnings = important but variable
-valuations = best friend or worst enemy!
Focus on earnings and dividends for long-term growth, monitor valuations for risk and cyclical opportunity
$.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$
2.Gold appears to be embarking on a new big bull market...
But what's driving this? --is it actually sustainable?
3.Start-ups and Entrepreneurship is glorified as a youngster's game, but it seems statistically the best age to start a company is in your 50's (based on this paper).
Not only is it never too late to start, it might even be better to start later.
From "Age and High-Growth Entrepreneurship"
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