RSS Feed

Calendar

April 2020
M T W T F S S
« Mar    
 12345
6789101112
13141516171819
20212223242526
27282930  

Search

Tag Cloud

Archives

Forbes (March 22)

2020/ 03/ 22 by jd in Global News

“The most unique aspect to this market crisis is the sheer speed of the decline. The S&P 500 has dropped 30% in a month, in the crisis of 2008 a 30% drop from the market’s high took almost a year. If 2008’s decline was a Toyota Camry, this decline is a Ferrari.”

 

New York Times (February 27)

2020/ 02/ 29 by jd in Global News

“Freaked out by the stock market? Take a deep breath.” This is not a time for drastic portfolio moves unless “there have been drastic changes in your life, like a big new job or consequential medical news.” Otherwise, remember that if you “hold on long enough to a diverse collection of stocks…the system has tended to generously repay patient people over six or seven decades of working, saving and drawing down a portfolio.”

 

New York Times (April 13)

2019/ 04/ 14 by jd in Global News

“Brexit is not doable because it makes no sense, whatever the prime minister’s scattershot efforts or offers to resign. You can hoodwink people—but not if you give them three years to reflect on how they were hoodwinked before doing the deed the hoodwinking was about. The British cannot actually go through with something that will lower their incomes, make them poorer, lose them jobs, drain investment, expose their market to trade deals over which they would have no say, and—just an afterthought—lead to the breakup of Britain.”

 

CNN (April 11)

2019/ 04/ 12 by jd in Global News

“Investors will be in wait-and-watch mode until polling ends and India’s new leader is elected on May 23. Whoever wins, business is unlikely to get the kind of boost seen in the last five years…. Still, analysts expect India to remain open to global investors no matter who is at the helm. And the country’s huge market of 1.3 billion people may simply be too tempting to pass up.”

 

Bloomberg (February 7)

2019/ 02/ 09 by jd in Global News

Stock buybacks are under attack in Congress, but the market has already “soured on the strategy. Last year’s trillion-dollar splurge didn’t stop the stock market from falling for the year.” Furthermore, the S&P 500 Buyback Index shows that firms conducting buybacks have been outpaced by the market two years in a row. “With stocks expensive, using shareholders’ money to buy at inflated prices is a bad deal. The buyback phenomenon could die a natural death.”

 

MarketWatch (December 28)

2018/ 12/ 28 by jd in Global News

“The market’s post-Christmas climb appeared to come from nowhere in holiday-thinned trading, leading some to point the finger at pension funds who need to tweak their portfolios before the end of every month and every quarter. Pension funds need periodic readjustment as outperformance or underperformance in one corner of the pension fund’s assets can put its allocation out-of-kilter with its target weighting.”

 

Wall Street Journal (November 5)

2018/ 11/ 06 by jd in Global News

“A wave of stock-picking firms are stepping up their fight against cheap exchange-traded and index funds with new offerings that dial back fees if they can’t beat the market.”

 

Financial Times (October 21)

2018/ 10/ 23 by jd in Global News

“Investors should expect decades of selling pressure on Japanese stocks from the most implacable bears in the market: the recently deceased…. The relentless sell-off, which threatens to intensify until the year 2040 as the huge, wealthy postwar baby boom generation expires, arises from an estimate that about 80 per cent of inherited shares are immediately sold by heirs.”

 

Institutional Investor (October 9)

2018/ 10/ 11 by jd in Global News

In the U.S. many “asset management stocks are trading like ‘junk equity,’” despite the relatively buoyant market. And “given the lackluster potential for growth, traditional asset managers’ cheap valuations are unlikely to change soon.”

 

Equities.com (May 30)

2018/ 06/ 01 by jd in Global News

“Ultimately, we believe at present that the majority of important economic, financial, and market indicators, as well as the established historical pattern, suggest that a final period of rally and exuberance lies ahead before the bull market that began in March 2009 finally ends. It may be that this rally is led by smaller U.S. companies, by non-U.S. companies, or by commodity-oriented stocks. The culmination of the rally could take place later this year, or more probably be delayed until 2019 or 2020.”

 

« Older Entries

[archive]