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Category: buybacks

Even In A ‘Mild-Recession Scenario’, Buybacks Will Provide Plunge Protection For The S&P

November 14, 2019November 14, 2019

“Still double the long-term average”.

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Goldman: CEO Confidence Has ‘Plunged’, Buybacks And M&A Spending Have ‘Collapsed’

October 18, 2019

You can thank record levels of uncertainty.

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Corporate Cash Balances Are Hemorrhaging The Most In 40 Years

July 27, 2019July 27, 2019

There’s good news and there’s bad news. 

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‘That US Corporate Cash Pile Is Being Spent’, So What About The Buybacks?

June 11, 2019June 11, 2019

Remember, when it comes to sources of equity demand, it’s not even close…

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Goldman: ‘There Is Limited Combined Firepower To Buy Stocks’

May 11, 2019

On the bright side, there’s always buybacks.

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3 Comments on Goldman: ‘There Is Limited Combined Firepower To Buy Stocks’

It’s (Still) About The Buybacks

April 27, 2019April 27, 2019

“Plunge protection” – no conspiracy theories needed.

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Beating Dead Horses And Weaning Buybacks Off ‘Steroids’

April 23, 2019April 23, 2019

Penning breathless missives about the impact of buybacks on equities long ago lost its novelty.

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‘You Can Make A Reincarnated Steve Jobs The Next CEO’, And Other Highlights From Goldman’s Buyback Chat With Aswath Damodaran

April 11, 2019November 1, 2021

“Business history is full of unintended consequences of legislation.”

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3 Comments on ‘You Can Make A Reincarnated Steve Jobs The Next CEO’, And Other Highlights From Goldman’s Buyback Chat With Aswath Damodaran

Imagine A World Without Buybacks…

April 6, 2019

“Is this really what everybody wants?”

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SocGen’s Lapthorne Will Beat This Dead Buyback Horse As Many Times As He Needs To, Got It?

March 18, 2019October 30, 2021

Obviously, they are – connected that is.

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Some Context For The Explosion In Corporate Debt

March 15, 2019March 15, 2019

Good news, bad news.

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Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?

March 13, 2019March 13, 2019

“Popular misperceptions” and such.

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15 Comments on Goldman Wants To Talk To You About Buybacks Because You’ve Got This All Wrong, Ok?

One Bank ‘Understands Why Investors Are Turning More Cautious’ After Blockbuster January

February 11, 2019February 11, 2019

If you’re not feeling particularly inspired about risk assets to start the week, you’ll be forgiven.

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Buybacks Of The ‘Highest Quality’ And More To Come (Says One Bank)

January 28, 2019

If you’re looking for a relatively positive narrative…

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Bad Omen: The Buyback Trajectory Is Slowing

November 5, 2018

Ok, it’s time for an update on the corporate bid for U.S. equities.

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This Hasn’t Happened In 10 Years: S&P 500 Buybacks Edition

September 15, 2018

“The rise in CFO created a high-quality problem for managements: How should they spend all the cash?”

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Trump Trolls America: ‘I’m Strongly’ Considering $100 Billion Capital Gains Break For The Rich

August 31, 2018June 27, 2019

Revisiting the perpetual motion machine for exacerbating inequality.

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Ignore That Bear Market And Focus On These Buybacks

August 18, 2018August 18, 2018

“Tall order”.

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Forget Apple, This Is ‘The Correct $1 Trillion Question’

August 3, 2018

“Investors take note”…

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JPMorgan: Buybacks Were Behind The Outperformance Of US Equities During Q2

June 25, 2018June 25, 2018

Surprised?

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Goldman Ups S&P Earnings Forecasts But…

June 21, 2018June 21, 2018

For what it’s worth…

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23 Companies With The Most Buyback ‘Success’ (And 23 That Will Be The Most ‘Successful’ Going Forward)

May 25, 2018May 25, 2018

Ahhhh, buybacks. The equity-linked-compensation-inflating music to soothe a savage market beast.

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One Trader Takes A Closer Look At The Buyback Bonanza

May 16, 2018November 13, 2018

Fade the Barron’s cover?

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It’s ‘Grotesque’! Of Buybacks And Leverage

May 5, 2018May 5, 2018

“…it’s not like you have to dig deep to find a problem.”

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More Buybacks For The Rich – And More Ding Dongs For The Rest Of You

April 21, 2018April 21, 2018

And Ho Hos. Don’t forget the Ho Hos.

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Will Earnings Season Give Investors Some Respite From Trade Wars And Tech Turmoil?

April 7, 2018April 7, 2018

Remember, the bar is high.

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Where Are The Institutional Investors When You Need Them?

March 26, 2018March 26, 2018

Who is going to buy these goddamn stocks?

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