Friday, 10 July 2026

Dividend Yields, Yield!!

This post has been warning about a massively overvalued stock market for years. Here is another indicator for you.

S&P 500 Dividend Yield: The yield on the S&P 500 is 1.04%. So if you buy $100 worth of stock on that exchange, you will make $1.04 a year in dividends. This yield has NEVER been this low. By way of comparison, the yield was 3.15% in 2009. It has collapsed ever since.

When interest rates were hovering around 0%, this made sense. With the choice of investing in treasuries and other bonds or equities, you would pick equities if bonds were paying nothing. 

But the Fed Rate is 3.75% now. The 10-year US treasury now has that rate of 3.75%, compouned for ten years. 

If completely secure treasuries will pay 3.75%, why would anyone by risky stocks that only return 1.04%?

They would do this if the stock market is now a casino where the game is price appreciation in the short run, not dividend earning in the long run.

This will not end well...

No comments:

Post a Comment