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No. of Recommendations: 20
The level of the 10 year Treasury is the single biggest factor here. Per Buffett's instruction on valuing common stocks. Its why Buffett is very heavily positioned in business ownership here: pieces of businesses and entire businesses. And, for him, is historically underweight fixed income.

The 10 year Treasury was 6 TIMES higher in 2000. And higher most of the past century.

Why is this factor either ignored or brushed aside? I don't get it.

Income from blue chip dividend payers has arguably never been more valuable nor reasonably priced.

A 3% dividend payer in a 1% world is golden. A 3% dividend payer in a 6% world is not that attractive. Same stock...identical balance sheet and income statement. 2000 versus today. Night and day different.
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