This Ray Dalio thing is above my financial literacy level, but it tracks with my anecdata. I hear people complaining about struggling to make rent, and people struggling to find a place to put hundreds of millions.https://www.linkedin.com/pulse/world-has-gone-mad-system-broken-ray-dalio/?fbclid=IwAR0kRor9Dt94pHKZxjvy9Ze_Kaki1nE8Bwytdj9Kd5_6EIwLln81EvlmuWk …
Explain “share buybacks instead of R&D?” Is that common? And why is a share buyback higher risk than R&D?
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https://www.epsilontheory.com/yeah-its-still-water/ … is a good, if angry explanation. https://www.marketwatch.com/story/heres-how-share-buybacks-get-used-to-transfer-billions-of-dollars-to-senior-management-under-the-guise-of-returning-cash-to-shareholders-2019-10-30 … is the shorter TLDR. https://www.epsilontheory.com/when-was-i-radicalized-boeing-edition/ … is an extension to Boeing data as well.
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Texas Instruments sells calculators that haven’t changed in decades. Flat sales, same product, same thing year after year: that sounds like the kind of company that would pay stock dividends in the old days. Aren’t buybacks equivalent to dividends? Doesn’t this make sense?
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My claim is that an increase in money supply (QE), all else equal, increases *marginal* financialization.
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