Profits Are Falling (Again)
…Friday night the number of reporting companies will have grown to 176 and we’ll have more information about where we stand now and what companies expect in the near future….
…Friday night the number of reporting companies will have grown to 176 and we’ll have more information about where we stand now and what companies expect in the near future….
…on us because we don’t have straight exposure to commodities, click here for the details on why we’ve avoided commodities). Of course, we’re all affected by the price drop. The…
…commercial real estate since the barrier to entry for a diversified portfolio of actual commercial property is very high – and relatively illiquid, especially compared to REITs, which are highly…
…10-percent on average since 1927, that includes the 90+ percent losses in The Depression and the two 50 percent losses over the last 20-years. Our strategy is picking an allocation…
…the brand, but the company that defaulted), and General Electric was too complicated and weird. In any case, all three of them are storied American brands that once represented the…
…months compared to the previous ten years. It does the same thing with unemployment and the Purchasing Managers Index, which is a common proxy for economic growth. The model scores…
…four sectors posting double digit revenue growth. The market, however, isn’t rewarding the good earnings data. According to FactSet, companies that have reported upside earnings surprises have seen average price…
…on it, but the prices go ahead of themselves back then. I’ve said in defense of the market valuation that today’s tech companies make a ton of money compared to…
…casual glance suggests that small cap stocks are a much better investment. The following chart helps distill the winning and losing periods by comparing how small cap stocks fared compared…
…investors since the late 1990s tech bubble. Although you can find the same thing if you look at commercial indexes from companies like S&P, Russell and MSCI, the following data…