by John Rubino The last few years of the Everything Bubble were driven by the ultimate dumb money: corporations borrowing to buy back their stock at record high prices. A whole generation of CEOs and CFOs were able to pad both their …
From Birch Gold Group Corporate pensions have been in trouble for quite some time. Some are underfunded, while others are on the brink of termination. Worldwide, the pension crisis is all but imminent, threatening to reach a $400 trillion level. And now, corporate pensions appear to have …
From CNBC: Former Federal Reserve Chair Janet Yellen is worried about excessive leveraged lending and the level of corporate debt across Wall Street. “Corporate indebtedness is now quite high and I think it’s a danger that if there’s something else that causes a …
by WARREN MOSLER China exports falling with tariffs: China’s November export, import growth shrinks, showing weak demand US exports turning south as well? The deceleration that started with the collapse of oil capex in Dec 2014 took a brief zig …
via Marketwatch: Investors, financial regulators, and now the Federal Reserve are voicing concerns about the U.S. corporate bond market. Recalling the 2008 crisis, worriers say excessive leverage is building among U.S. firms, many of whom took advantage of low interest rates after …
via GPC Too many investors are focusing on what the Fed is doing today. The REAL issue that matters is what the Fed did from 2008-2016. When the Fed created a bubble in US government bonds, also called Treasuries, it …
via Pedro Nicolaci da Costa 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 …
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 …