MishTalk
OCTOBER 14, 2014
Variant Perception has an interesting post out today on stock market buybacks: Pillars of Equity Rally Fall Away. Interestingly, the peak in buybacks was also the peak in the US stock market in 2007.) - Revenues are closely linked to nominal GDP, and our US leading indicator sees this as lacklustre at best going forward.
MishTalk
SEPTEMBER 17, 2014
In yet another sign of market over-exuberance, the Wall Street Journal reports Share Repurchases Are at Fastest Clip Since Financial Crisis. billion of stock in the first half of the year, the most for any six-month period since 2007, according to research firm Birinyi Associates. Corporations bought back $338.3
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Tom Spencer
NOVEMBER 10, 2023
Hedge funds have gained increased attention over the years, with their involvement in financial markets drawing interest from investors, media, and the general public. This relative lack of regulation allows hedge fund managers to implement complex investment strategies and respond quickly to market opportunities.
MishTalk
JULY 27, 2015
Shares on the Shanghai index plunged 8.48%, the Biggest One-Day Plunge Since February 2007. Mike "Mish" Shedlock [link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Visit [link] to learn more about wealth management and capital preservation strategies of Sitka Pacific.
MishTalk
APRIL 6, 2014
Last week I received an excellent article from Variant Perception on "Market Tops", and have permission to excerpt some of it. Here is a link to the summary page of Understanding Market Tops. Framework for Understanding Tops In the following table, we summarize the signs of market bottoms and tops. Insiders, however, are smart.
MishTalk
FEBRUARY 10, 2015
In fact, rather than reducing indebtedness, or deleveraging, all major economies today have higher levels of borrowing relative to GDP than they did in 2007. Since 2007, government debt has grown by $25 trillion. China China’s debt has quadrupled since 2007.
MishTalk
DECEMBER 11, 2015
CAPE is a valuation measure applied to stock market indexes. CAPE is not without its detractors and debates have raged over its usefulness recently, just as they do at every major market peak when investors find all sorts of silly reasons to presume "It's different this time". in October 2007 and even lower in March 2000.
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