Deep Subprime Auto Loan Delinquencies Reach 2007 Levels: The Next Big Short?
MishTalk
AUGUST 20, 2017
Subprime auto delinquencies have staked up so much that we are back at 2007 milestone levels. more…).
MishTalk
AUGUST 20, 2017
Subprime auto delinquencies have staked up so much that we are back at 2007 milestone levels. more…).
MishTalk
SEPTEMBER 17, 2014
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. Companies bought back the most shares in 2007, right before the crash, and the least shares at the most opportune time in 2009. Corporations bought back $338.3
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Ben de Haldevang
MAY 20, 2023
This week we talk about the wave of forced mergers in the US. Paul Siegenthaler, Abhay Pande and I talk about the drivers for the current transactions, what are the implications from an integration perspective, and what the future holds. As ever, we’d love to hear from you. Please let us know your thoughts, comments and ideas.
MishTalk
OCTOBER 14, 2014
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. But buybacks are waning; the chart below shows a 27% decline in buybacks between 1Q14 and 2Q14. YoY it is down 1.6%.
MishTalk
JULY 27, 2015
Shares on the Shanghai index plunged 8.48%, the Biggest One-Day Plunge Since February 2007. The CSI300 index of the largest listed companies in Shanghai and Shenzhen fell 8.6 percent, to 3,818.73, while the Shanghai Composite Index SSEC lost 8.5 percent, to 3,725.56 The drops were the biggest since Feb.
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
The idea is from Ned Davis, but written up by Mark Hulbert in Opinion: Stocks are more overvalued now than at 2000 and 2007 peaks. At the bull market peak in October 2007, for example, the comparable ratio was below 20; at the top of the Internet bubble in March 2000, it was even lower. in October 2007 and even lower in March 2000.
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