Who’ll Buy Equities In 2024?
Market participants are understandably concerned about what many argue is a burgeoning supply/demand imbalance in
Search Results for: buybacks
A Word On Savita Subramanian’s New, Bullish S&P Target
Pretty much every week, someone writes in to ask about the alleged disparity between the
‘The Race Is On’: Nvidia Delivers Monster Beat And Raise
A “macro event.” That’s how Nvidia’s Q2 results were billed by the financial media and
Buffett’s Cash Pile Approaches Record Near $150 Billion
Break out the Cherry Coke and peanut brittle, it’s Berkshire weekend! They always sneak up
Why One Bank Isn’t Buying The ‘Liquidity Scare’ Bear Case
The relative importance of liquidity versus fundamentals as determinants of risk assets is everywhere and
How S&P Companies Will Spend Cash This Year And Next
Buybacks will likely fall 15% in 2023. That’s according to Goldman, whose Ryan Hammond and
After Dialing Up $72 Billion, How Much More Can Vol-Control Buy?
In “Quants And Mortals” I gave readers what I’d describe as the “generic” version of
Quants Versus Mortals
Regular readers are familiar with, and probably a bit confused by, the remarkable disparity between
Another Weekend At Berkshire’s
Berkshire’s annual shareholder meeting was this weekend, which meant CNBC’s website looked a lot like
Cook Says ‘Very Interesting’ A.I. Needs ‘Thoughtful’ Approach As Apple Beats
Apple is taking a “thoughtful” approach when it comes to “weaving” A.I. into its products.
Who’s Gonna Buy Stocks Now?
Where’s the demand supposed to come from? From a stylized perspective, stocks are subject to
Local Oil Man Gets 50% Raise. Makes $36 Million
Typically, I wouldn’t go out of my way to call out CEO compensation, where “out
From SoftBank To Apple, Capital Cringes At Xi
SoftBank and Prosus are selling more Alibaba and Tencent. That’s not the best news if
Do US Stocks Have A Demand Problem?
If a string of US bank failures and the near collapse of Credit Suisse were
Is Corporate Spending About To Plunge?
Analysts, strategists and financial media outlets have dedicated quite a bit of time recently to
Households Could Sell Up To $1.1 Trillion In Stocks: Goldman
Equities aren’t the only game in town anymore when it comes to asset allocation. Maybe
‘Good For Main Street,’ Bad For Financial Assets
Let the crocodile tears flow freely. The macro regime has shifted in favor of everyday
As American As Apple Pie And Billionaires
I saw someone describe Warren Buffett’s annual letter as a “must-read” today. That sort of
The ‘Great Irony’ Of The Inflationary 2020s
“War, protectionism, de-globalization… higher inflation, higher rates,” BofA’s Michael Hartnett wrote. In the latest installment
Fed Success May Go Through Shrinking Corporate Profits
The US may be headed for an earnings recession+, but compared to the rest of
‘Peak Goldilocks’: Why The Party May Be Over
It’s “tempting,” one bank says, to believe “peak Goldilocks” has come and gone. The combination
Tragicomedy: UK Stocks Hit Record On BP Bonanza While 7 Million Can’t Pay Bills
I have an affinity for tragicomedy. Probably because my own life blends elements of the
A Little Bit Of Everything
The US consumer is feeling worse about the outlook, and the rate at which employers
Talking In Circles
A recession is coming. Maybe. That was one tentative message from America’s largest banks, where
Cautious Tone From BofA Feels Somewhat Ominous
It was all about net interest income for Bank of America’s Q4 results, and the
On ‘E’
Most of the focus this week will be on the US CPI report, what it
15 Minutes Could Lose You $750 Million Or More
Warren Buffett bought more stock for his hedge fund and logged a massive paper loss
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