finance

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. US equity markets smashed the record...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance GMO is forecasting negative real...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Small fund managers are...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance An American shopping mall CMBS...

Michael Jordan famously said: “I’ve missed more than 9000 shots in my career. I’ve lost almost 300 games. Twenty-six times, I’ve been trusted to take the game-winning...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Citigroup helped Revlon dupe its...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance American executives are dumping...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Finance Close to half of US retail...

Investor sentiment is very bullish, should we be fearful? One-third of S&P 500 companies have seen their year on year earnings decline. Vanilla equity indices are...

Freight volumes continue to point to miserly global economic growth ahead. Global business sentiment is at its lowest since the financial crisis. US margin debt has...

Hi all, something a bit different today with our weekly investment-centric webinar (also presented in podcast format) for those of you who haven't seen it. Episode...

S&P 500 companies are paying out over 100% of their free cashflow as dividends and buybacks, even though earnings growth has been flat for the last two quarters and is...

FedEx shares slumped after it cut its earnings outlook citing global economic weakness. The global credit impulse points to better growth in the first half of 2020...

The heavy fall in global semi-conductor sales looks very similar to the fall during the financial crisis. US manufacturing and services PMIs have slumped in August....

American leading economic indicators have had a bad month. US small business employment has fallen, just like it did in early 2008. Freight indices are at ugly levels....

Global semiconductor sales have plunged as if a recession is occurring. Morgan Stanley’s business confidence indicator has plunged to financial crisis lows. South...

Global trade and air freight volumes have gone negative. New York City has a glut of luxury apartments for sale. Ten year returns look fantastic now that the losses of...

No income, no asset loans are back in America. Inflated consumer credit scores are understating the risk American lenders are taking. Increasing credit card...

Stock buybacks are better at getting cash to executives than shareholders. Hedge fund Element Capital has delivered net annual returns of 21% since 2005. A British...