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Gundlach presentation: Looking at a chart of corporate profits as a percent of GDP (it's...

Gundlach presentation: Looking at a chart of corporate profits as a percent of GDP (it's soaring) followed by a chart of wages as a percent of GDP (plummeting), Gundlach says such extremes always catch his eye because they've probably got to reverse at some point.
Comments (5)
  • So which one will reverse??
    12 Jul 2012, 05:12 PM Reply Like
  • Good presentation with a lot of information. Very good analysis and ways to think about investing. I like the quote 80% of the profits are made in only 20% of the time.
    12 Jul 2012, 05:15 PM Reply Like
  • Yeah, they reverse when the economy is humming and industry is approaching capacity.
    12 Jul 2012, 05:25 PM Reply Like
  • If you accept the widely quoted statistic that the consumer (wage earner) is 75% of the economy there won't be any humming any time soon.
    13 Jul 2012, 12:51 PM Reply Like
  • Would he rather it the other way around?
    12 Jul 2012, 07:47 PM Reply Like
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