For the first time in 20 years, corporations are spending more buying back their own stocks than investing in their own future via capital investment…
Continue readingThe stock market is extremely expensive by any number of measures, but it’s really the bond market that will be the real crisis. Here’s why…
Continue readingIt’s a real head-scratcher why investors are piling into the US stock market right now. Here are several reasons why…
Continue readingSD Friday Wrap: The bully may have pushed gold & silver down, but they are standing up now, they’ve brushed themselves off, and they’re about to start swinging…
Continue readingMany financial storms are headed our way as the various paper asset bubbles begin to pop. Here’s where the bubbles are and what to do about it…
Continue readingBrandon says it is not the trade war or Turkey causing the contagion, but the central banks and especially the Fed. Here’s why…
Continue readingThe tax cuts didn’t cause companies to invest in factories or workers, but rather, the cuts funded stock buybacks. Here’s what it means for the stock market…
Continue readingIn one of the final acts of desperation to keep stock prices inflated, share buyback activity is massive, but now there’s a problem. Here’s the details…
Continue readingThe Fed has been tightening monetary conditions and hiking rates, but, do they realize they’ve gone too far? Here’s why…
Continue reading“For an SEC official to be surprised that corporate share repurchases enrich executives is, well, surprising, since…”
Continue readingLynette says the global system is weakening and it’s not all Italy’s fault. Here’s what is causing the slowdown and what to do about it…
Continue readingDave Kranzler says, “Retail, especially the ‘concept’ retailers, are going parabolic. It makes no sense given the…”
Continue reading“built up corporate debt and the markets to such great highs…such landmark moves are not connected to organic growth and are detached from…”
Continue reading“Perhaps these realities are seeping into the margins of the complacent herd. It certainly feels like…”
Continue reading“With the first three months of 2018 behind us, it is clear that this year will be very different from the last.”
Continue reading“Malinvestment is both cumulative and progressive. That is, the number of bad decisions rises as people become convinced that ‘this time it’s different’…”
Continue reading