Posted by
Message
lostinbr
LSU Fan
Baton Rouge, LA
Member since Oct 2017
2318 posts

re: BofA now expects 2Q GDP to decline 40%, instead of previous -30% projection.
quote:

Gold, Silver, Land, RE, Volatility, Private Equity, Commodities and Bonds. There's also a ton of alternative strategies that can boost yields.

But why bother when there are blue chips with 10% dividend yield?

I realize these stocks aren’t where the growth is coming from, but I feel like they kind of create a “floor” for the market, at least until they cut dividends. How low does that dividend yield have to be for people to flock to the other markets you mentioned? 6%? 4%? Hell, RDS is sitting at 4.2% AFTER they cut their dividend for the first time in 75 years.


Replies (0)
Replies (0)
00
wutangfinancial
LSU Fan
Dallas, TX
Member since Sep 2015
3184 posts

re: BofA now expects 2Q GDP to decline 40%, instead of previous -30% projection.
Fed of SF Presentation

You can just Google it these ideas have been out there for quite a while. There's a strong inverse relationship with yields and credit cycles too I believe. Of course like everything else, there are counter arguments that are valid.


Replies (0)
Replies (0)
00
SEC. 593
Missouri Fan
Chicago
Member since Aug 2012
2140 posts

re: BofA now expects 2Q GDP to decline 40%, instead of previous -30% projection.
I was specifically addressing why the the stock market seems to be disassociated from the current economic situation. None of those options (especially bonds if the market maintains its current status) are able to match current returns, so it keeps perpetuating itself until one of the dominoes falls.


Replies (0)
Replies (0)
00
GenesChin
Army Fan
The Promise Land
Member since Feb 2012
36845 posts

re: BofA now expects 2Q GDP to decline 40%, instead of previous -30% projection.
quote:

It makes zero sense why stocks and the real world economy/Great Depression unemployment are in such a disconnect other than the trillions of magic money worked.


It may be an issue limited alternative investment options. If you sold equities, where do you put it? Not like cash is that much better with the Fed basically protecting firms from default




Replies (0)
Replies (0)
10
AU4real35
Auburn Fan
Member since Jan 2014
15590 posts

re: BofA now expects 2Q GDP to decline 40%, instead of previous -30% projection.
We’ll be fine.


Replies (0)
Replies (0)
00
first pageprev pagePage 2 of 2next pagelast page
refresh

Back to top

logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram