Jared Dillian, The Daily Dirtnap - The Cardinal Sin In Investing Is Selling Too Soon | #344
The Meb Faber Show - Better Investing
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Investing in the Markets in the Late Nineties?
Dividends are one area that i'm really, really excited about. One that's kind of counter intuitive is actually life insurance. Life insurance benefits from back and yields going up steepening ye curve. They're the ultimate value stocks trading at single digit pees. All tanked during the pandemic for obvious reasons. It's life insurance that people are dying. If you go back to the day that the fizer vaccine was announced, that was a 15 standard deviation move o ue overgrowth in that one day. The two year trade. This is a corps holding that you hold for like five to ten years, you mention dividends. That sounds like almost a novelty. In 20
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