We’re getting to the end of the 1Q24 earnings season, and tomorrow we have perhaps the most important corporate earnings release: NVDA. One of the big narratives of todays market is that AI will increase productivity and output and will allow us to escape the debt trap we’re in. Having said that, If you look at the chart below, you can see that earnings on average look good. Despite the fact they’re heavily skewed towards the big tech companies, earnings are growing and investors are being compensated. Out of the $225 of earnings per share, 73% are being returned to investors, $90 through buybacks, and $75 through dividends. That is what’s keeping investors in the market despite frothy valuations.
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