Investing “styles” are often difficult to distinguish due to fuzzy definitions and returns; then there…
Browsing: Market Fundamentals
The myth of interest rates predicting equities just won’t die. It hasn’t been true for…
A sluggish stock market is a stock pickers market. Finding opportunity in 2016 is a…
S&P 500 member revenue for 3Q2015 was flat from the prior quarter and down 5%…
When was the last time you received a check for Earnings per Share (EPS)? Never.…
“Earnings engineering” is a problem mentioned each earnings season. What earnings are real versus just…
Individual investors have a problem when tracking and rebalancing their portfolios. Value ratios move with…
Measures like P/E ratios are relics of days long past. Today, we have more robust…
People holding dividend-rich portfolios got a nasty shock when prices turned town. With prices back…
Despite the world awash in cash seeking return, just five companies hold 25% of the…
Vanishing equity risk premiums are frequently debated. But why are they shrinking? Have investors stopped…
Why do stock markets grow? Of many reasons offered, just one driver dominates in each…
Strain between financial markets and corporate output is over 12% higher than at the peak…
8 July 2015 Real pay per person – “Pocketbook” – and net savings – “Piggybank”…
June 6, 2015 Is business dragged down with GDP? Are business fundamentals matching the Fed-fired…
23 April 2015 Businesses create about 75% of the value in our economy. Knowing how…