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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...

I recently wrote about Bailador portfolio company Rezdy, and how the business started as an idea Simon Lenoir had while working in a dive shop in New Caledonia. The...

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...

This week’s guest on the podcast is Jeff Cole, Founder and Director of The Center for the Digital Future, and a member of the investment committee for the E&P Global...