Worries Over Inflation Send U.S. Market Down

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Trading became a 'ho hum' without major rumor. Investors were looking ahead to corporate earnings later this week. The Dow was actually stuck within a 35-point range all day. A pair of earnings reports from Intel Corp. and CSX Corp. could provide further insight into the health for this economy if it is released right after the closing bell today. Intel has warned about a revenue shortfall.

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What may surprise you is that research by Robert Arnott of Research Affiliates and Clifford Asness of AQR Capital Management revealed that companies with higher dividend payout ratios when you begin the dividend compared to net income tend to build higher real earnings increase the following 10-year routine. In other words, they're better-run companies. And we already know what earnings growth opportinity for a company as far as price goes.

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