Consensus Dividend Growth YoY by Sector
Consensus Dividend Growth YoY by Sector Real estate dividends are expected to increase by 10% in 2022. Image: BofA US Equity & Quant Strategy
S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph
S&P 500 GICs Level 1 Sector Weekly Relative Rotation Graph Technology and discretionary are weakening. Industrials and materials are leading. Financials, utilities, staples, health care and real estate are improving. Energy and communication services are lagging. Image= BofA Global Research
Inequality – Concentration of Equities Ownership by Wealth Class in the U.S.
Inequality – Concentration of Equities Ownership by Wealth Class in the U.S. The top 1% of households owns equities, while the bottom 50% of households owns real estate. Image: Goldman Sachs Global Investment Research
U.S. National Housing Expansion Length
U.S. National Housing Expansion Length The current recovery in housing is in its 9th year. How long will it last? Image: John Burns Real Estate Consulting
Watch Warren Buffett’s full interview with CNBC’s Becky Quick
Watch Warren Buffett’s full interview with CNBC’s Becky Quick In this interview, Warren Buffett speaks about rail road, Berkshire Hathaway, economic slowdown, yield curve, recession, stock vs. bond, airlines & automotive industry, capitalism, inequality, benefits of free trade, IPOs, entertainment industry, Apple, American Express, Wells Fargo, real estate commission, philanthropy with 2% of GDP, odds,…