Bloomberg article today: Are corporate earnings incredibly understated- as in $ Trillions?

I have mixed feelings about Prof. Lev’s theory- aren’t you just frontloading the cost of these intangibles into early years resulting in higher profits on books later, so it “all comes out in the wash?” https://www.bloomberg.com/news/articles/2018-06-06/what-s-a-stock-worth-in-new-economy-accounting-has-its-critics On paper, Autodesk Inc. is a …

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What Can Possibly Go Wrong? Buybacks Hit Record High, Corporate Leverage Hits Record High, More Than 75% Of Loans Backing CMBS Deals Are Interest-only Mortgages…

Where we stand:– Q1 buybacks hit record high– Q1 corporate leverage hits record high https://t.co/ugsxHoDKAq pic.twitter.com/MOKvyRqCLM — zerohedge (@zerohedge) June 5, 2018 middle class — you get nothing — except, you get to watch assets that you do not own …

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Greatest Equity Bubble Ever? Corporate Debt to GDP is at its High Point, Household Debt = Highest Level Ever & Rising…

https://twitter.com/HenrikZeberg/status/1002555553388822528 Corporate debt to GDP is at its high point, all the while the underlying credit rating has continuously deteriorated. Another side affect of easy money. pic.twitter.com/f7vBGkVdiA — Michael Lebowitz, CFA (@michaellebowitz) May 31, 2018 dshort.com does some of the …

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Emerging Market Risks Accelerate as Corporate Yield Curve Inverts… Chris Puplava: “I Don’t Think This Is The Type Of Environment To Take A Lot Of Risks.”

by FS FS Insider recently interviewed Chris Puplava, CIO of Financial Sense Wealth Management, to discuss the bonanza in stock buybacks by US companies, why risks are brewing for emerging markets, and how we now see an inversion in the “private” …

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Elon Musk blasts Corporate Media. Says he’s wants to create botproof website where the public can rate the core truth of any article & track the credibility score over time of each journalist, editor & publication.

by whatevawhatevvathroa Elon Musk to track reporters, media credibility… ‘Holier-than-thou hypocrisy’…   Elon Musk has been shitting on Corporate Media today, says he’s going to create a site where the public can rate the core truth of any article & …

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Corporate debt could be the culprit for next crisis

by COMPUTER1313 https://www.economist.com/news/business-and-finance/21741377-corporate-debt-could-be-culprit-where-will-next-crisis-occur One sign that the credit quality of the market has been deteriorating is that, globally, the median bond’s rating has dropped steadily since 1980, from A- to BBB-. The corporate-bond market is divided into investment grade (debt with …

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