A $9 trillion corporate debt bomb is ‘bubbling’ in the US economy Companies are carrying a $9 trillion debt load, posing a potential threat should rates continue to rise and the economy weaken. Most Wall Street bond experts think the …
by John Rubino A recent MarketWatch article notes that: GE was one of Wall Street’s major share buyback operators between 2015 and 2017; it repurchased $40 billion of shares at prices between $20 and $32. The share price is now $8.60, so …
by John Rubino If corporate earnings rise in 2019 like Wall Street analysts expect, stocks are a screaming buy at these bear-market levels. But earnings won’t rise and stocks are not a buy, says money manager Michael Pento: Earnings Recession of …
Many have begun to speculate that the sheer amount of debt is no longer something that can be swept under the rug. This is particularly evident with corporate debt at record highs and the surging defaults becoming more and more …
https://fred.stlouisfed.org/series/BAMLH0A0HYM2EY#0 If LQD closes below 110 in a convincing manner, it would likely foreshadow an even more powerful bond and stock market bust ahead. As someone who has been warning heavily about dangerous bubbles in U.S. corporate bonds …
via Tim Kilgore As benchmark interest rates in the U.S. rise and the pace of corporate earnings growth slows, Moody’s Investors Service warned Friday that an unprecedented number of corporate credit ratings could be added to the “junk” pile. Moody’s …
Many investors might assume that corporate buybacks indicate the best times to buy a company’s shares. History shows otherwise! Learn why corporate stock market timing is usually wrong. https://www.youtube.com/watch?v=2ueXnXfNQOU
U.S. corporate debt levels have again surpassed their pre-crisis peaks of $6 trillion, raising widespread concern that, as the Federal Reserve raises interest rates, some firms could run into financial trouble. “We think corporate debt is a key vulnerability,” JP Morgan …
mmmm delicious: http://archive.is/LXKLa
via Sam Jacobs Rising levels of corporate debt are well and truly on the radar of global fund managers, and that doesn’t bode well for global stocks. US corporate debt levels have now risen to a record-high 46% of GDP, according …
GUNDLACH: LOTS OF CORPORATE LEVERAGE pic.twitter.com/7uB2M5Bo14 — Alastair (@StockBoardAsset) November 13, 2018 GUNDLACH: DOWNGRADES COULD BE SIGNIFICANT COME CYCLE TURN pic.twitter.com/5OQGP1mWXN — Alastair (@StockBoardAsset) November 13, 2018 GUNDLACH: INVESTMENT GRADE CORPORATE BONDS VALUATION HIGHEST EVER pic.twitter.com/66jdwu9OM0 — Alastair (@StockBoardAsset) November …
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The path to a somewhat “normalized” interest rate environment, after a decade of central bank emergency measures and credit-market manipulations, is not going to be pretty. And in some areas, a credit bloodbath has been scheduled. …
via BBG Investment-grade bonds are set for the worst month since February’s rout. U.S. high-grade debt is headed for a decline of 1.2 percent this month and the worst October in a decade, according to the Bloomberg Barclays Indexes. The …
by Golem XIV On Wednesday Feb 7th 2007 HSBC issued a profit warning. It was the first in its 142 year history. It told its share holders it would have to take an unprecedented charge of $10.5 billion because one …
via reason: California recently passed Senate Bill 826, a law requiring all publicly held corporations based in the state to have a minimum number of women on their boards. A corporation with four or fewer directors must have at least one woman …
by Jesse Colombo In this special video presentation, Jesse Colombo explains the U.S. corporate debt bubble that is inflating in the U.S. While the soaring stock market has attracted the most attention, a dangerous bubble has also formed in U.S. …
Corporate financing is always an important subject. One badly managed corporation can bring down entire industries, and in some cases an economy. Fortress Biotech is a biopharmaceuticals company that has developed a new approach to corporate finance. Let’s take a …
via culturalanalysis: Tyranny is not always accomplished by military conquest and violent repression. The most sophisticated and enduring forms of tyranny do not signal its tyrannical intent directly but veil it with pretences to compassion, security and morality. At the very …
For More Information See: http://theeconomiccollapseblog.com/ar… https://money.cnn.com/2018/09/26/news… http://theeconomiccollapseblog.com/ar… https://www.zerohedge.com/news/2018-0…
via CNBC: Companies are lowering their expectations for the upcoming third-quarter earnings season. So far, 98 have provided guidance, with 74 percent negative and just 24 positive, the worst ratio since the first quarter of 2016 when corporate America was …
by Michael Snyder A lot of things are starting to happen that we haven’t seen since the last recession. A few days ago, I wrote about the fact that home sellers in the United States are cutting their prices at …
Corporate Buybacks + record insider sales, it just doesn't get more evident about management motives https://t.co/cTJKYbONtv — Sunchartist (@sunchartist) September 26, 2018 the boost that US repatriation provided to the US equity and bond markets via share buybacks and corporate …
https://youtu.be/LlmbDr6AjxU In this episode of the Keiser Report, Max and Stacy discuss the manic gyrations in stock markets as investors get high on their own supply. They also discuss the yield curve failing to invert and the ‘free’ investing app …
Interesting tid-bit from the article: “The riskiest category of borrowers has never been more leveraged. Companies with junk credit ratings are holding a record low $8 of debt for every $1 of cash, according to S&P.” also this “Ben Breitholtz, …
BAML has just called a peak in home sales! Citing declining affordability (makes sense given rising mortgage rates = headwind), housing market underperformance as economy grew (relative terms). @mtmalinen @LizAnnSonders @BValentineCFA @anilvohra69 @MI_Investments @SoberLook pic.twitter.com/gT8D3O5qXT — Taylor-Swift Yield Spread (@TayTayLLP) …
by Dennis Miller Diogenes would have a tough time finding an honest man announcing corporate earnings. In my article, Pepsi-Cola Hits The Spot?, I outlined how Pepsi trumpeted sales and profit increases, yet both actually declined. Investors have a difficult challenge managing …
A fresh piece of Citi research lands on bond market liquidity, which evokes a reminder of those days in late 2015 when a lot of attention was focused on how easy it was to buy and (more importantly) sell corporate debt. Back …
I posted this article when it first came out, but watching the Dick’s Sporting Goods hunting removal and now Nike choosing Kapurnik (dont care enough to learn his correct spelling) has reminded me. The Radical Future Of Branding https://www.fastcompany.com/3066981/the-radical-future-of-branding BRANDS …
From Birch Gold Group The U.S. Economy is approaching an “economic iceberg” in the form of an insane corporate debt load. Companies in the U.S. have taken on a record $6.3 trillion in debt. This is more corporate debt than 2007, just …
pic.twitter.com/PDSiYUEB2X — M/1_LP (@MI_Investments) August 23, 2018 via Bloomberg: “Since March 2009, corporate America has bought back $4 trillion of its own shares and doled out $3 trillion to shareholders in dividends. That’s equivalent to about a third of the …