
Surveillance: Tech Stalling, says Verrone
Bloomberg Surveillance
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The Boiling Frog System: When in Hell Does Judge Come Back?
The boiling frog system is also when in hell does Judge come back? Exactly, we could use that in a big way. The divergences between valuations and real rates is as wide as I've seen in more than a decade. And finally, the S&P dividend yield is all the way down to 1.5%. Compare that to the one year yield of 5.4%. Again, a multi decade wide.
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