We’ve been tracking this chart, showing the correlation between Chinese stocks, the yuan, and yield spread (with the US). The incentive to keep hot money in China fades as the US spread gains. We don’t know if the damn will break, and capital will rush out, but it seems risks are growing.
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The Complete List Of Wilshire 5000 Stocks
Future Market Returns = Dividend Yield + Earnings Growth +/- Change In P/E Ratio
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