Ironman | TalkMarkets | Page 38
Blogger at Political Calculations
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Ironman is the alias of the blogger at Political Calculations, a site that develops, applies and presents both established and cutting edge theory to the topics of investing, business and economics. We should acknowledge that Ironman is either formerly or currently, and quite possibly, ...more

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Is The Typical American Household Better Off Today Than Four Years Ago?
"Are you better off today than you were four years ago?" That question first became famous when asked in 1980 by then-presidential candidate Ronald Reagan.
Runaway Growth Of Newly Confirmed COVID-19 Cases In Europe
The rate at which COVID-19 is spreading in the 27 nations of the European Union has reached nearly double the rate coronavirus infections are spreading within the United States.
The S&P 500 And The Changing Expectations For Quarterly Dividends
The S&P 500 (Index: SPX​​​​​​​) stayed in its redzone lane during the past week, not having much reason to do anything but that during the week that was.
World GDP Lost Due To Coronavirus Reaches $12 Trillion
As of September 2020, the cumulative amount of world GDP lost to the coronavirus pandemic has reached $12 trillion.
Surge In U.S. Farm Exports To China Puts Bottom In Coronavirus Trade Impact
August 2020 saw a surge in U.S. farm exports to China, as the Chinese government finally began making good on its 'Phase 1' trade deal commitments.
Forecasting Market Caps And Aggregate Dividends
Focusing on a company's market cap and its aggregate dividend payouts could potentially remove the effects of the artificial impact by share buybacks, providing a clearer picture of whether a company itself might be either over- or under-valued.
S&P 500 Moves Sideways In Tumultuous News Week
By far and away, the biggest story of the tumultuous trading week ending on Friday, 2 October 2020 was the news that President Trump had tested positive for a coronavirus infection.
Dividends By The Numbers For September 2020 And 2020-Q3
September 2020 continued the positive trend established in the two preceding months of July and August for dividend-paying firms in the U.S. stock market.
Median Household Income In August 2020
Since peaking at $66,639 in February 2020, the median household income in the U.S. has declined by 1.6% through August 2020.
U.S. New Home Market Cap Highest Since August 2006
The market for new homes in the U.S. is continuing its recent torrid pace. Based on the latest sales data, the preliminary nominal estimate of the market capitalization for new homes was $30.6 billion in August 2020.
Fed Minion 'Accidentally' Signals Tighter Monetary Policy As S&P 500 Investors Shift Focus Toward 2021
The S&P 500 has come to revolve as much around the miscellaneous pronouncements of various minions of the Fed as it does about their expectations for the fundamental future business prospects of the 500 largest publicly-traded U.S. companies.
The Shifting Distribution Of Income In The United States
How has the cumulative distribution of income in the United States changed over the last six years?
General Electric After Its Big 2018 Dividend Cut
Sometimes, we test new forecasting methods for stock prices to see how they perform. Back in early November 2018, we presented a prediction for what would happen with the share price of GE based on its expected future dividends and its market cap.
Dialing In The S&P 500's Amplification Factor
The dividend futures-based model we use to project the future for the S&P 500 presents some unique challenges from time to time.
Cumulative World GDP Loss From Coronavirus Pandemic Tops $11 Trillion
The estimated cumulative loss of GDP to the world economy since the Coronavirus pandemic began in China now tops $11 trillion.
Softbank's 'Nasdaq Whale' And The S&P 500's Summer Rally
2020's summer rally for the S&P 500 came to a crashing end on 3 September 2020. It turns out a good portion of the rally that preceded its sudden was juiced by an unusual investment strategy launched by Japan's SoftBank.
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