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Archives by Year:
Expect A “Lost Decade”, Stock Market Rout “Only Just A Start”
October has been a terrible month for equities. Yet, this is only a start of what’s to come. Decline Barely Started Despite the rout, the S&P is just barely down for the year. Expect a “Lost Decade” Why? The Shiller PE Ratio also known as “CAPE”, the Cyclically Adjusted Price-Earnings Ratio, is in the stratosphere. It’s not […]
Hedge Funds: Still Fleecing Investors With Expensive Mediocrity
A decade ago, the collapse of Lehman Brothers marked the psychological low of the 2008 Financial Crisis. Equity prices bottomed a few months later, in March 2009. Hedge funds had nimbly managed their way through the 2000-02 dotcom collapse, which led to substantial inflows over the next six years. By 2008 AUM had quadrupled, as […]
AMD Crashes 25% After Revenue Miss, Q4 Guidance Cut
After an already atrocious day session, AMD shares are blood bathing after-hours (down over 25% overall) after it reported a disappointing miss on revenues and slashed guidance for Q4… The key headline prints were: Adjusted earnings per share: $0.13 versus an expected $0.12. Revenue: $1.65 versus an expected $1.7 billion. However, the giant chipmaker whose shares have literally exploded in 2018, slashed its […]
E The Bank Of Canada Holds Out For A ‘Neutral’ Rate Of Interest
Increasingly, we are hearing central bankers yearn for a ‘neutral ‘policy rate as they pursue a path of rate hikes. Earlier this month, Federal Reserve Chairman Powell said his central bank is a ‘long way’ from reaching a neutral Fed funds rate. Today, the Governing Council of the Bank of Canada ‘agrees that the policy […]
Why Are Stocks Going Down?
Stocks are falling and you want to know why. You’re not alone; we all do. Our need to explain things is innate. A random walk down Wall Street simply doesn’t suffice. We want something more tangible, something in the news, something non-random. There is no shortage of explanations for the recent decline. Take your pick: […]
Fool’s Mission: Repercussions Mount But Trade War Really Just Starting
Despite mounting repercussions of Trump’s misguided trade war, insiders suggest the trade wars are just starting. Axios has an estimation of Trump’s trade war that I agree with: Trump Wants China to Suffer More. The following is written in Guest Post fashion. President Trump has no intention of easing his tariffs on China, according to three sources […]
Stocks And Precious Metals Charts – Reasoning With Madness
The decline in the equity markets was very real today, although there was a distinct lack of tangible fear amongst the wiseguys. Although the professional cheerleaders and spokesmodels were uncharacteristically at a loss for words and rationalizations, being suitably confused by the selling— homina homina homina… We will likely see some bouncing around since we are still […]
Market Talk – Wednesday, Oct. 24
A lack of direction resulted in a mixed session for Asia today. Probably a sigh of relief for many market participants, as they are still attempting to explain the past few days events! Although we are seeing volatile stock markets, it is worth keeping an eye on the currency movements. Again today we see the […]
